
Private Client Investment Associate
At Chase Bank, our Private Client Investment Associates are a key part of our team. Our associates bring a wealth of knowledge and experience to our clients, helping them to meet their financial goals. We are seeking an experienced, highly motivated individual to join our team and help our clients to achieve their financial aspirations.The ideal candidate will have a minimum of 3 years of experience in investment advisory services, with a focus on private wealth management. They must possess excellent communication skills and the ability to build strong relationships with clients. In addition, they should possess strong financial analysis skills, with the ability to analyze complex financial data, and the ability to provide guidance on investment decisions. The ideal candidate will also be organized, detail-oriented, and have the ability to multi-task. They must have the ability to think quickly and problem solve, as well as the ability to maintain a professional, yet personable, demeanor at all times.
Strong Analytical Skills
Proven Track Record Of Success
Cfa Or Cfp Certification
Excellent Interpersonal Skills
Degree In Finance Or Accounting
Understanding Of Investment Products And Services
Knowledge Of Regulatory Requirements
Superior Organizational Skills
Risk Management
Accounting
Networking
Communication
Problem Solving
Client Service
Researching
Financing
Portfolio Management
Regulatory compliance
Trading
Investing
Negotiating
Analyzing
Tax Planning
Communication
Emotional Intelligence
Leadership
Problem Solving
Time management
Interpersonal Skills
creativity
Critical thinking
Teamwork
Adaptability
According to JobzMall, the average salary range for a Private Client Investment Associate in Orlando, FL, USA is $41,000 to $60,000 per year. This range is based on salaries reported by private financial advisors in the Orlando area.
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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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