Chase Bank

Private Client Investment Associate

Chase Bank
Miramar, FL, USA
Full-TimeDepends on ExperienceSenior LevelMasters
Job Description

At Chase Bank, we are looking for a highly driven and motivated individual to fill the role of Private Client Investment Associate. This position will be responsible for providing comprehensive financial advice to a select set of clients, ensuring that their financial portfolios are properly managed and that their goals are achieved. The ideal candidate will possess a strong background in investments and financial planning, a thorough understanding of the stock market, and excellent communication and interpersonal skills. They will have a great attention to detail, be highly organized, and be capable of working under pressure in a fast-paced environment. If this sounds like you, we would love to hear from you!

Where is this job?
This job is located at Miramar, FL, USA
Job Qualifications

  • Excellent Written And Verbal Communication Skills

  • Or Related Field

  • Ability To Work Independently And As Part Of A Team

  • Accounting

  • Economics

  • Bachelor's Degree In Finance

  • At Least - Years Of Direct Experience In Private Client Investments

  • Strong Understanding Of Fixed Income

  • Equities

  • And Derivatives

  • Ability To Accurately Interpret And Analyze Financial Statements

  • Familiarity With Banking And Investment Products

  • Including Mutual Funds

  • Etfs

  • And Stocks

  • Familiarity With Industry Regulations And Compliance Requirements

Required Skills

  • Risk Management

  • Financial Analysis

  • Product Development

  • Networking

  • Communication

  • Market Research

  • Negotiation

  • customer service

  • Investment Management

  • Regulatory compliance

  • Trading

  • Client Relations

  • Portfolio analysis

  • Asset allocation

  • Investment Strategies

Soft Skills

  • Communication

  • Conflict Resolution

  • Leadership

  • Time management

  • Interpersonal Skills

  • Organization

  • Creative Thinking

  • Teamwork

  • Adaptability

  • Problem-Solving

Compensation

According to JobzMall, the average salary range for a Private Client Investment Associate in Miramar, FL, USA is from $42,000 to $57,000. This range varies depending on the individual's experience, qualifications, and certification.

Additional Information
Chase Bank is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based upon race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Required LanguagesEnglish
Job PostedApril 3rd, 2023
Apply BeforeJune 21st, 2025
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About Chase Bank

JPMorgan Chase Bank, N.A., doing business as Chase Bank, is a national bank headquartered in Manhattan, New York City, that constitutes the consumer and commercial banking subsidiary of the U.S. multinational banking and financial services holding company, JPMorgan Chase.

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