Private Client Investment Associate

Chase Bank is seeking a highly motivated and results-oriented individual to join our team as a Private Client Investment Associate. This is an exceptional opportunity for an experienced and detail-oriented professional to join a dynamic and fast-paced environment. The ideal candidate will possess strong interpersonal skills, be able to work independently, and demonstrate excellent problem-solving abilities.The successful candidate will provide financial and investment advice to clients, conduct research and analysis of investments, and help to identify opportunities that meet the needs of clients. In this role, you will be expected to provide clients with exceptional customer service and build strong, lasting relationships with clients.Minimum qualifications for this position include a bachelor’s degree in finance, economics, or a related field, as well as 3+ years of experience in investment management, financial planning, or related field. A CFA, CFP, or other certifications are beneficial, but not required. The successful candidate will also have outstanding communication and interpersonal skills, be highly organized and detail-oriented, and possess excellent analytical and problem-solving skills. Knowledge of financial software systems and applications is a plus. If you are looking for an excellent opportunity to work in a fast-paced, challenging environment, we want to hear from you.

According to JobzMall, the average salary range for a Private Client Investment Associate in Bloomington, IL, USA is $37,500 to $90,000. This range is dependent on factors such as experience level, education, and other qualifications.

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.