Chase Bank

Private Client Investment Associate

Chase Bank

Hacienda Heights, CA, USA
Full-TimeDepends on ExperienceSenior LevelMasters
Job Description

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.

Where is this job?
This job is located at Hacienda Heights, CA, USA
Job Qualifications
  • 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

Required Skills
  • 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

Soft Skills
  • Communication

  • Leadership

  • Negotiation

  • Problem Solving

  • Time management

  • Interpersonal Skills

  • Organization

  • Critical thinking

  • Teamwork

  • Adaptability

Compensation

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.

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 BeforeJune 21st, 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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