Chase Bank

Private Client Investment Associate

Chase Bank

Baltimore, MD, USA
Full-TimeDepends on ExperienceMid-LevelBachelors
Job Description

The Private Client Investment Associate role at Chase Bank is an exciting opportunity to join a team of financial experts dedicated to providing world-class advice and exceptional service to our private clients. We are looking for a motivated, enthusiastic individual who has a passion for financial services and enjoys working in a fast-paced and dynamic environment.The successful candidate should have excellent problem-solving skills, a strong client service focus, and the ability to multi-task. In addition, the ideal candidate will have a minimum of 3 years' experience in the private banking, wealth management, or investment management industry. A degree in finance, accounting, or a related field is required. The successful candidate should also have experience with high net worth clients, as well as a comprehensive understanding of the regulatory environment.At Chase Bank, we value a customer-centric approach that puts our clients’ needs first. If you are seeking a rewarding challenge in the financial services industry and have the qualifications we are looking for, we invite you to apply for this exciting opportunity.

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

  • Or Related Field

  • Economics

  • Bachelor's Degree In Finance

  • Knowledge Of Investment Products And Services

  • Knowledge Of Financial Regulations And Compliance

  • Strong Financial And Analytical Skills

  • Understanding Of Financial Markets

  • Experience In Customer Service And Relationship Management

  • Proficiency In Relevant Software Applications

Required Skills
  • Risk Management

  • Financial Analysis

  • Financial Planning

  • Data Analysis

  • Communication

  • Market Research

  • Problem Solving

  • customer service

  • Investment Strategy

  • Portfolio Management

  • Client Relationships

  • wealth management

  • Portfolio analysis

  • Asset allocation

  • Performance evaluation

Soft Skills
  • Communication

  • Leadership

  • Time management

  • Interpersonal Skills

  • creativity

  • Critical thinking

  • Teamwork

  • Adaptability

  • Problem-Solving

  • Decision-making

Compensation

According to JobzMall, the average salary range for a Private Client Investment Associate in Baltimore, MD, USA is between $51,000 and $75,000 per year. The median salary for this position is around $63,000. Salaries vary depending on experience, qualifications, and the size and type of employer.

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 BeforeDecember 15th, 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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