
Private Client Investment Associate
At Chase Bank, we are seeking an experienced and motivated Private Client Investment Associate to join our team. The successful candidate will be responsible for providing strategic advice and managing a portfolio of investments for our private clients. This position requires a person who is able to build a strong rapport with clients and provide them with high-quality service.The ideal candidate will have a Bachelor’s degree in finance, economics, or a related field, a minimum of two years of experience in the financial services industry, and a deep understanding of investments. Additionally, the candidate should possess excellent interpersonal and communication skills, strong problem-solving abilities, and an unwavering commitment to customer service. The successful candidate will need to be able to think strategically, act proactively, and have a passion for understanding the needs of our private clients.
Proficiency With Microsoft Office Suite
Bachelor's Degree In Finance
Analytical And Problem Solving Skills
Strong Interpersonal And Communication Skills
Ability To Build Relationships With Clients
Economics Or A Related Field
Knowledge Of Investments And Portfolio Management
Understanding Of Various Financial Markets
Cfa Or Cfp Certification (Preferred)
Risk Management
Financial Analysis
Communication
Negotiation
Analytical Thinking
Presentation
Relationship Building
Portfolio Management
Regulatory compliance
Trading
Market analysis
Client Relations
Problem-Solving
Investment Research
Investment Strategies
Communication
Leadership
Problem Solving
Time management
Interpersonal Skills
creativity
Organization
Critical thinking
Teamwork
Adaptability
According to JobzMall, the average salary range for a Private Client Investment Associate in Plano, TX, USA is between $45,000 and $90,000 per year. Salary will vary depending on experience and qualifications.
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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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