Private Client Investment Associate

As a Private Client Investment Associate at Chase Bank, you will be responsible for providing comprehensive financial solutions and superior service to our high-net-worth clients. You will have the opportunity to work with a dedicated team of professionals and apply your financial knowledge and expertise to create tailored strategies and solutions that exceed client expectations.This is an exciting opportunity for an experienced, highly motivated individual with a passion for working with high-net-worth clients and helping them reach their financial goals. To be successful in this role, you must possess strong analytical and communication skills, the ability to build relationships and influence decisions, and a passion for providing excellent service.We are looking for an individual who has a Bachelor's degree in a related field, such as finance, accounting, or economics, and at least five years of experience in a similar role. Knowledge of investments, estate planning, and trust services is preferred. CFP® or CFA® designation is a plus. We also seek an individual with experience in providing tailored advice to high-net-worth clients, and an in-depth understanding of financial markets and economic trends.

According to JobzMall, the average salary range for a Private Client Investment Associate in Ramona, CA 92065, USA is $50,000 to $70,000 per year. This range is based on the salaries reported by employers and anonymous employees in the Ramona area.

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.