Private Client Investment Associate

Chase Bank is looking for an enthusiastic and customer-focused Private Client Investment Associate to join our team! This individual will be a key member of the Private Client division, supporting our clients in their investment and financial planning needs. As the Investment Associate, you will be responsible for managing and maintaining client portfolios, as well as providing additional financial advice to clients. To be successful in this role, you will need an in-depth understanding of the financial services industry and the ability to build strong relationships with clients. You should possess excellent communication skills, be comfortable working with numbers, and have a proven track record of meeting customer service standards. Additionally, the ideal candidate should have a Bachelor's degree in finance or a related field and at least five years of experience in the financial services industry. If you are a motivated professional with a passion for helping others achieve their financial goals, then we want to hear from you!

According to JobzMall, the average salary range for a Private Client Investment Associate in San Jose, CA, USA is between $51,721 and $86,376 per year. This range depends on various factors such as experience level, qualifications, and the company offering the job.

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.