Chase Bank

Private Client Investment Associate

Chase Bank

Tempe, AZ, USA
Full-TimeDepends on ExperienceSenior LevelMasters
Job Description

Chase Bank is seeking a talented and motivated Private Client Investment Associate to join our team. We are looking for an individual who is passionate about investing and has the skills and knowledge to help our clients navigate the complex world of investments. The successful candidate must possess a solid understanding of financial markets and be able to deliver superior results. In this position you will be responsible for providing financial advice, developing and implementing long-term investment strategies, and managing client portfolios. You will have the opportunity to work with a broad range of clients and will be expected to be able to develop and deliver a customized approach to meet each individual’s financial goals.The ideal candidate will have a degree in finance or a related field and at least three years of experience in investments. Candidates should also have a strong understanding of financial markets, excellent communication and problem-solving skills, and the ability to multitask in a fast-paced environment. If you are a self-starter with a passion for investments and a commitment to client service, we want to hear from you!

Where is this job?
This job is located at Tempe, AZ, USA
Job Qualifications
  • Accounting

  • Bachelor's Degree In Finance

  • Strong Financial And Analytical Acumen

  • Outstanding Communication And Interpersonal Skills

  • Proven Track Record Of Success In Investment Advisory Relationships

  • Advanced Knowledge Of Financial Products And Services

  • Ability To Build And Maintain Strong Relationships With Clients

  • Knowledge Of Regulatory Compliance Requirements

  • Business Administration Or Related Field

Required Skills
  • Financial Planning

  • Market Research

  • Negotiation

  • Cash Management

  • Relationship Management

  • Relationship Building

  • Risk Analysis

  • Portfolio Management

  • Regulatory compliance

  • Client Relations

  • wealth management

  • Asset allocation

  • Investment Analysis

  • Tax Planning

  • Regulatory Expertise

Soft Skills
  • Communication

  • Conflict Resolution

  • Leadership

  • Time management

  • Interpersonal Skills

  • creativity

  • Critical thinking

  • Teamwork

  • Adaptability

  • Problem-Solving

Compensation

According to JobzMall, the average salary range for a Private Client Investment Associate in Tempe, AZ, USA is between $66,000 and $127,000 per year. The exact salary will depend 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 BeforeAugust 19th, 2025
This job posting is from a verified source. 
Reposted

Apply with Video Cover Letter Add a warm greeting to your application and stand out!

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.

Frequently asked questions

Get interviewed today!

JobzMall is the world‘ s largest video talent marketplace.It‘s ultrafast, fun, and human.

Get Started