
Private Client Investment Associate
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!
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
Risk Management
Research
Financial Planning
Communication
Sales
Problem Solving
Negotiation
Reporting
Portfolio Management
Regulatory compliance
Analysis
Client Relations
wealth management
Negotiation Tactics
Investment
Communication
Leadership
Time management
Interpersonal Skills
creativity
self-motivation
flexibility
Teamwork
Adaptability
Problem-Solving
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.
Apply with Video Cover Letter Add a warm greeting to your application and stand out!
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.

Get interviewed today!
JobzMall is the world‘ s largest video talent marketplace.It‘s ultrafast, fun, and human.
Get Started