Chase Bank

Private Client Investment Associate

Chase Bank

Indianapolis, IN, USA
Full-TimeDepends on ExperienceSenior LevelMasters
Job Description

As a Private Client Investment Associate at Chase Bank, you will be responsible for providing our clients with exceptional client service and developing long-term relationships with them. You will be responsible for assisting clients with their investment needs, including providing advice on suitable investment opportunities.We are seeking a motivated, experienced professional who is capable of delivering quality advice and services to our clients. The ideal candidate will have a strong understanding of the markets and financial instruments, as well as the ability to analyze financial situations and provide sound investment advice.The successful candidate must possess a Bachelor’s degree in finance, economics, or related field, as well as a minimum of three years of experience in private client investment services. In addition, excellent communication and interpersonal skills are essential, as well as the ability to work in a fast-paced environment. An understanding of banking regulations and compliance is also beneficial.If you are a passionate and knowledgeable professional looking to join a dynamic team, this is the perfect opportunity for you. We look forward to receiving your application and learning more about your qualifications.

Where is this job?
This job is located at Indianapolis, IN, USA
Job Qualifications
  • Analytical And Problem Solving Skills

  • Good Interpersonal Skills

  • Financial Planning Qualification

  • Degree In Economics Or Finance

  • Investment Advisory Qualification

  • Understanding Of Equities

  • Fixed Income And Derivatives

  • Ability To Work Under Pressure

  • Understanding Of Regulatory And Compliance Requirements

Required Skills
  • Financial Analysis

  • Research

  • Sales

  • Management

  • Negotiation

  • Compliance

  • Trading

  • Analytical

  • service

  • Regulatory

  • Advisory

  • Financial

  • Portfolio

  • Investment

  • Client

Soft Skills
  • Communication

  • Leadership

  • Negotiation

  • Time management

  • Interpersonal Skills

  • Organization

  • Critical thinking

  • Teamwork

  • Adaptability

  • Problem-Solving

Compensation

According to JobzMall, the average salary range for a Private Client Investment Associate in Indianapolis, IN, USA is approximately $53,845 - $90,000 per year. This range is based on salaries submitted by JobzMall users and data from the U.S. Bureau of Labor Statistics.

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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