
Private Client Investment Associate
We are looking for a Private Client Investment Associate to join our team at Chase Bank. The successful candidate will be passionate about serving our clients and helping them reach their financial goals. We are looking for someone with excellent interpersonal skills, a client-focused mindset, and a desire to provide exceptional customer service.To be successful in this role, you should have a bachelor's degree in finance, accountancy, economics, or a related field. You should have a minimum of two years of experience in a client service or related role. You should have strong analytical and problem-solving skills, and a deep understanding of the investment markets. You should also have a solid understanding of regulatory requirements and best practices.We are looking for a professional who is highly organized, detail-oriented, and results-driven. The ideal candidate will have excellent communication skills, a customer-first attitude, and the ability to prioritize their work in order to meet deadlines. We are looking for someone who is comfortable working independently and collaboratively as part of a team. This is a great opportunity to join a top-tier banking organization and help our clients reach their goals.
Ability To Work Independently And As Part Of A Team
Excellent Communication
Proficiency In Microsoft Office Applications
Bachelor's Degree In Finance Or Related Field
Strong Knowledge Of Financial Markets
Securities
And Investment Products
Interpersonal And Customer Service Skills
Demonstrated Ability To Build Relationships With Clients
Proven Track Record Of Success In Sales And/Or Client Service
Series And Or / Licenses
Risk Management
Financial Analysis
Strategic Planning
Financial Planning
Market Research
Negotiation
Credit Analysis
Portfolio Management
Regulatory compliance
Trading
Client Relations
wealth management
Asset allocation
Investment Strategies
Investment Advisory
Communication
Leadership
Negotiation
Problem Solving
Time management
Interpersonal Skills
Organization
Critical thinking
Teamwork
Adaptability
According to JobzMall, the average salary range for a Private Client Investment Associate in Hacienda Heights, CA, USA is between $45,000 and $60,000 per year. This range can vary based on the individual's experience, qualifications, and the company they work for.
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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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