Chase Bank

Private Client Investment Associate

Chase Bank

Plano, TX, USA
Full-TimeDepends on ExperienceSenior LevelMasters
Job Description

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.

Where is this job?
This job is located at Plano, TX, USA
Job Qualifications
  • 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)

Required Skills
  • 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

Soft Skills
  • Communication

  • Leadership

  • Problem Solving

  • Time management

  • Interpersonal Skills

  • creativity

  • Organization

  • Critical thinking

  • Teamwork

  • Adaptability

Compensation

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.

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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