Chase Bank

Private Client Investment Associate

Chase Bank

Montebello, CA, USA
Full-TimeDepends on ExperienceMid-LevelBachelors
Job Description

We are looking for an experienced and motivated professional to join our team as a Private Client Investment Associate at Chase Bank. In this role, you will be responsible for providing comprehensive investment advice and portfolio management services to high net worth individuals.We are looking for an individual who is self-driven and has exceptional problem solving and communication skills. The ideal candidate should have a minimum of 3 years of experience in the financial services industry, with a focus on private client services. A Bachelor’s degree in Finance, Economics, or Accounting is preferred but not required.The successful candidate will be a highly organized, detail-oriented professional who is comfortable working in a fast-paced environment and is capable of adapting quickly to changing circumstances. They must have strong interpersonal skills and be able to effectively collaborate with clients and other team members.We are looking for an individual who has a passion for helping clients achieve their financial goals and an enthusiasm for providing exceptional customer service. If you believe that you have the skills and experience necessary to excel in this position, we invite you to apply today!

Where is this job?
This job is located at Montebello, CA, USA
Job Qualifications
  • Attention To Detail

  • Proficiency With Microsoft Office Suite

  • Strong Communication Skills

  • Bachelor's Degree In Finance Or Related Field

  • Advanced Customer Service Skills

  • Knowledge Of Investments

  • Securities And Financial Planning

  • Ability To Develop Relationships With Clients

  • Understanding Of Financial Regulations And Requirements

Required Skills
  • Banking

  • Strategy

  • Negotiation

  • Relationship Management

  • Client Service

  • Compliance

  • Trading

  • Market analysis

  • Analysis

  • Advisory

  • Financial

  • Risk

  • Portfolio

  • Investment

  • Securities

Soft Skills
  • Communication

  • Leadership

  • Negotiation

  • Problem Solving

  • Time management

  • Interpersonal Skills

  • Critical thinking

  • Organizational skills

  • Teamwork

  • Adaptability

Compensation

According to JobzMall, the average salary range for a Private Client Investment Associate in Montebello, CA, USA is $45,000 to $75,000 per year. This range varies depending on the specific job role, experience level, 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 BeforeJuly 20th, 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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