Chase Bank

Private Client Investment Associate

Chase Bank

Baton Rouge, LA, USA
Full-TimeDepends on ExperienceMid-LevelBachelors
Job Description

Do you have a passion for helping private clients with their investments? Chase Bank seeks a Private Client Investment Associate to join our team and provide personalized advice and solutions that seek to optimize each client's financial objectives. As a Private Client Investment Associate, you will be part of a dynamic team dedicated to providing private clients with the highest level of personalized service and advice.The ideal candidate should be highly organized and detail-oriented, possess excellent communication and interpersonal skills, and be able to thrive in a fast-paced environment. We are looking for an individual who is ambitious, goal-oriented, and has an outstanding ability to build relationships with our clients. If you are a highly motivated professional who is looking to join a prestigious firm and make an impact, this may be the perfect opportunity for you. Required Qualifications:• Bachelor’s degree in business, finance, economics, or a related field• FINRA Series 7, 63, and 65 (or 66) licenses• Proven track record of developing and maintaining client relationships• Expert knowledge of a broad range of investments, financial products, and services• Ability to develop and implement customized investment strategies for clients• Advanced computer skills, including MS Office, spreadsheet, and database applications• Exceptional analytical and problem-solving skills

Where is this job?
This job is located at Baton Rouge, LA, USA
Job Qualifications
  • Excellent Interpersonal And Communication Skills

  • Proficiency In Microsoft Office Applications

  • Ability To Build And Maintain Client Relationships

  • Strong Financial And Analytical Skills

  • Bachelor's Degree In Finance Or A Related Field

  • Knowledge Of Banking And Investment Products

  • Understanding Of The Financial Markets

  • Previous Experience In A Client-Facing Role

Required Skills
  • Accounting

  • Research

  • Financial Planning

  • Management

  • Negotiation

  • Compliance

  • Analytics

  • Trading

  • Transactions

  • Client Relations

  • Financial

  • Regulations

  • Risk

  • Portfolio

  • Investment

Soft Skills
  • Communication

  • Leadership

  • Problem Solving

  • Time management

  • Interpersonal Skills

  • creativity

  • Organization

  • Critical thinking

  • collaboration

  • Adaptability

Compensation

According to JobzMall, the average salary range for a Private Client Investment Associate in Baton Rouge, LA, USA is $48,000-$67,000 per year.

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 17th, 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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