
Private Client Investment Associate
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!
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
Banking
Strategy
Negotiation
Relationship Management
Client Service
Compliance
Trading
Market analysis
Analysis
Advisory
Financial
Risk
Portfolio
Investment
Securities
Communication
Leadership
Negotiation
Problem Solving
Time management
Interpersonal Skills
Critical thinking
Organizational skills
Teamwork
Adaptability
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.
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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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