
Private Client Investment Associate
Chase Bank is looking for a top-notch Private Client Investment Associate to join our team. Our ideal candidate is highly motivated and customer focused, with a passion for investments, financial planning and providing exceptional service to our clients. This is an excellent opportunity to join a leading financial institution and make a meaningful contribution to our Private Client Investment Services.To be successful in this role you must have a Bachelor’s degree in Finance or Accounting and at least five years of experience in a customer-facing role in the financial services industry. You should also have a comprehensive understanding of investments and financial planning, as well as experience with portfolio analysis and management. A CFP certification is preferred but not required. This is an exciting opportunity for an individual who is seeking to make a lasting impact on our clients and their financial well-being. If you are motivated and have the necessary qualifications, we invite you to apply today!
Analytical Thinking
Strong Communication Skills
Knowledge Of Investment Products
Cfa Or Cfp Certification
Understanding Of Financial Markets
Ability To Develop Relationships
Bachelor's Degree In Finance Or Business
At Least Years Of Experience In Client Relationship Management
Risk Management
Financial Planning
Market Research
Business Development
Negotiation
Financial Modeling
Portfolio Management
Regulatory compliance
Client Relationships
wealth management
Asset allocation
Investment Analysis
Tax Planning
Trading Strategies
Client Acquisition
Communication
Conflict Resolution
Leadership
Time management
Interpersonal Skills
Organization
Teamwork
Positive Attitude
Adaptability
Problem-Solving
According to JobzMall, the average salary range for a Private Client Investment Associate in Seattle, WA, USA is $50,000 to $90,000 per year. This range is based on the salaries reported by employers who have hired for this role in the past.
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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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