Chase Bank

Private Client Investment Associate

Chase Bank

Seattle, WA, USA
Full-TimeDepends on ExperienceMid-LevelBachelors
Job Description

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!

Where is this job?
This job is located at Seattle, WA, USA
Job Qualifications
  • 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

Required Skills
  • 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

Soft Skills
  • Communication

  • Conflict Resolution

  • Leadership

  • Time management

  • Interpersonal Skills

  • Organization

  • Teamwork

  • Positive Attitude

  • Adaptability

  • Problem-Solving

Compensation

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.

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 9th, 2026
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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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