Chase Bank

Private Client Investment Associate

Chase Bank

Redondo Beach, CA, USA
Full-TimeDepends on ExperienceMid-LevelBachelors
Job Description

Chase Bank is seeking an experienced and knowledgeable individual to join our team as a Private Client Investment Associate. This highly visible role will be responsible for providing our clients with specialized investment advice and guidance to ensure that their portfolios meet their individual financial goals. As the successful candidate, you will possess a deep understanding of investments, financial markets, and regulatory compliance in order to ensure that our clients receive the highest level of service.The ideal candidate should have a minimum of two years of experience in a similar role and demonstrates a strong understanding of financial products, portfolio management, and customer service principles. A Bachelor’s degree in finance or related field is preferred, but not required. In addition, the successful candidate will have an excellent ability to work with both internal and external stakeholders, as well as exceptional interpersonal and communication skills. If you have the qualifications and drive to excel in this role, we invite you to apply today!

Where is this job?
This job is located at Redondo Beach, CA, USA
Job Qualifications
  • Strong Financial Acumen

  • Excellent Communication Skills (Written And Verbal)

  • Proven Track Record Of Success In Sales/Client Service

  • Proven Ability To Build And Maintain Relationships With Clients

  • Ability To Effectively Collaborate With Internal Teams

  • Thorough Understanding Of Financial Products And Services

  • Ability To Multi-Task And Prioritize While Maintaining Attention To Detail

  • Understanding Of Regulatory/Compliance Issues Related To Private Banking/Investment Services

Required Skills
  • Risk Management

  • Research

  • Financial Planning

  • Communication

  • Sales

  • Problem Solving

  • Negotiation

  • Reporting

  • Portfolio Management

  • Regulatory compliance

  • Analysis

  • Client Relations

  • wealth management

  • Negotiation Tactics

  • Investment

Soft Skills
  • Communication

  • Leadership

  • Time management

  • Interpersonal Skills

  • creativity

  • self-motivation

  • flexibility

  • Teamwork

  • Adaptability

  • Problem-Solving

Compensation

According to JobzMall, the average salary range for a Private Client Investment Associate in Redondo Beach, CA, USA is $51,000 to $87,000 per year. This range varies depending on the experience and qualifications of the individual.

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 BeforeMay 22nd, 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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