
Private Client Investment Associate
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
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
Accounting
Research
Financial Planning
Management
Negotiation
Compliance
Analytics
Trading
Transactions
Client Relations
Financial
Regulations
Risk
Portfolio
Investment
Communication
Leadership
Problem Solving
Time management
Interpersonal Skills
creativity
Organization
Critical thinking
collaboration
Adaptability
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.
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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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