Chase Bank

Private Client Investment Associate

Chase Bank

New York, NY, USA
Full-TimeDepends on ExperienceSenior LevelMasters
Job Description

Chase Bank is seeking a detail-oriented professional to join our Private Client Investment team as a Private Client Investment Associate. The ideal candidate will possess a passion for investing and a keen eye for detail, with the ability to review and analyze investment data and provide sound advice to our clients. This position requires strong analytical and communication skills, as well as a thorough understanding of financial markets and current investment trends. Our ideal candidate will be highly organized with excellent problem solving and research abilities and a strong commitment to providing our clients with personalized service and support. If you’re looking for an opportunity to learn and grow while helping our clients make the most of their investments, then we want to hear from you!

Where is this job?
This job is located at New York, NY, USA
Job Qualifications
  • Bachelor's Degree In Finance

  • Strong Communication And Interpersonal Skills

  • Accounting Or Related Field

  • Knowledge Of Investment Products

  • Financial Markets

  • And Securities

  • Ability To Build And Maintain Client Relationships

  • Cfa Or Cfp Certification

  • Ability To Analyze Financial Data

  • Investment Portfolio Management Experience

  • Minimum Of Year Of Experience In A Financial Services Role

Required Skills
  • Risk Management

  • Banking

  • Financial Planning

  • Communication

  • Sales

  • Negotiation

  • customer service

  • Reporting

  • Compliance

  • Portfolio Management

  • Trading

  • Analysis

  • Client Relations

  • Advisory

  • Investment

Soft Skills
  • Communication

  • Leadership

  • Problem Solving

  • Time management

  • Interpersonal Skills

  • creativity

  • Organization

  • Analytical skills

  • collaboration

  • Adaptability

Compensation

According to JobzMall, the average salary range for a Private Client Investment Associate in New York, NY, USA is $50,000 to $150,000. This range is based on salaries reported by actual employers in the area.

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 BeforeMay 22nd, 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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