Chase Bank

Private Client Investment Associate

Chase Bank

San Antonio, TX, USA
Full-TimeDepends on ExperienceSenior LevelMasters
Job Description

Our Chase Bank Private Client Investment Associate position is an elite opportunity to work with our most valued clients in managing investments and finances. We are looking for a talented individual who is passionate about providing exemplary service and advice to our clients. The ideal candidate should possess excellent communication and sales skills, financial industry experience, and the ability to think strategically and act decisively. They must be a self-starter with a positive attitude, a commitment to ongoing learning, and a deep understanding of the investment industry. If you are looking to make a meaningful contribution to a highly successful and motivated team, this is the perfect role for you.

Where is this job?
This job is located at San Antonio, TX, USA
Job Qualifications
  • Strong Interpersonal And Communication Skills

  • Proven Financial Analysis And Investment Experience

  • Knowledge Of Financial Services Industry

  • Advanced Proficiency In Ms Excel And Powerpoint

  • Ability To Effectively Manage Multiple Projects

  • Ability To Work Autonomously And With A Team

  • Attention To Detail And Accuracy

  • Bachelor's Degree In Finance Or Economics

Required Skills
  • Risk Management

  • Financial Analysis

  • Financial Planning

  • Sales

  • Product knowledge

  • customer service

  • Compliance

  • Portfolio Management

  • Market analysis

  • Client Relations

  • Portfolio analysis

  • Asset allocation

  • Client Services

  • Banking operations

  • Investment Research

Soft Skills
  • Communication

  • Conflict Resolution

  • Leadership

  • Problem Solving

  • Time management

  • Interpersonal Skills

  • creativity

  • Organization

  • Teamwork

  • Adaptability

Compensation

According to JobzMall, the average salary range for a Private Client Investment Associate in San Antonio, TX, USA is between $51,000 and $77,000. This range is based on the salaries reported by employers for this job title.

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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