Chase Bank

Private Client Investment Associate

Chase Bank

Cleveland, OH, USA
Full-TimeDepends on ExperienceSenior LevelMasters
Job Description

We are looking for an enthusiastic and motivated individual to join our team as a Private Client Investment Associate at Chase Bank. This is an exciting opportunity for someone who is passionate about helping clients reach their financial goals.As a Private Client Investment Associate, you will be responsible for providing comprehensive financial advice, investment management, and banking services to high-net-worth clients. You will work closely with clients to develop tailored investment solutions, recommend appropriate financial products, and provide expert advice.To be successful in this role, you must possess strong analytical and problem-solving skills, as well as a deep understanding of financial markets and investment products. Additionally, you will need excellent interpersonal and communication skills, with the ability to build and maintain positive relationships with clients. A degree in finance, economics, accounting, or a related field is highly preferred.

Where is this job?
This job is located at Cleveland, OH, USA
Job Qualifications
  • Excellent Communication And Interpersonal Skills

  • Proficiency With Microsoft Office Suite

  • Bachelor's Degree In Finance Or Economics

  • Financial Industry Experience

  • Certified Financial Planner (Cfp) Designation

  • Ability To Interpret And Analyze Financial Documents

  • Understanding Of Investment Products

  • Knowledge Of Relevant Financial Regulations And Laws

Required Skills
  • Financial Analysis

  • Financial Planning

  • Investment Management

  • Risk Analysis

  • Portfolio Management

  • Transaction processing

  • Market analysis

  • Client Relations

  • wealth management

  • Asset allocation

  • Compliance monitoring

  • Consultation

  • Regulatory Knowledge

  • Tax Planning

  • Investment Research

Soft Skills
  • Communication

  • Conflict Resolution

  • Emotional Intelligence

  • Leadership

  • Interpersonal Skills

  • creativity

  • Teamwork

  • Adaptability

  • Problem-Solving

  • Time-Management

Compensation

According to JobzMall, the average salary range for a Private Client Investment Associate in Cleveland, OH, USA is $50,000 - $70,000 per year. This salary range can vary depending on the individual's experience, qualifications, and the employer's budget.

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 BeforeAugust 19th, 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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