Chase Bank

Private Client Investment Associate

Chase Bank

Houston, TX, USA
Full-TimeDepends on ExperienceSenior LevelMasters
Job Description

Chase Bank is looking for a professional, self-motivated, and detail-oriented individual to join our team as a Private Client Investment Associate. The ideal candidate will have a keen interest in investments, a strong understanding of financial markets, and the ability to effectively communicate with clients and colleagues. In this role, you will be responsible for providing financial advice and support to our clients, while maintaining a high level of customer service. The successful candidate must possess a Bachelor's degree in finance, economics, or accounting and have at least two years of experience in private client investments. In addition, we are looking for someone with excellent analytical, organizational, and communication skills, as well as the ability to think strategically and make sound financial decisions. Candidates must also be comfortable with technology and have a thorough understanding of investment strategies. If you have a passion for investments and the drive to succeed in a fast-paced environment, we look forward to hearing from you.

Where is this job?
This job is located at Houston, TX, USA
Job Qualifications
  • Excellent Communication And Interpersonal Skills

  • Strong Financial And Analytical Acumen

  • Proven Track Record Of Consistently Meeting Or Exceeding Goals And Objectives

  • Highly Organized And Detail Oriented

  • Thorough Understanding Of Financial Services Industry

  • Comprehensive Knowledge And Experience In Financial Planning

  • Investment And Portfolio Management

  • Ability To Provide Exceptional Client Service

Required Skills
  • Documentation

  • Research

  • Planning

  • Communication

  • Negotiation

  • Relationship Management

  • Reporting

  • Compliance

  • Analysis

  • Client Relations

  • Regulatory

  • Financial

  • Risk

  • Portfolio

  • Investment

Soft Skills
  • Communication

  • Conflict Resolution

  • Leadership

  • Time management

  • Interpersonal Skills

  • creativity

  • Critical thinking

  • Teamwork

  • Adaptability

  • Problem-Solving

Compensation

According to JobzMall, the average salary range for a Private Client Investment Associate in Houston, TX, USA is $47,500 - $80,000 per year.

The salary range for a Private Client Investment Associate will depend on the employer, the applicant's experience, qualifications and other factors. Generally, the minimum salary for this type of position is around $47,500 per year. However, salaries can range up to $80,000 per year for more experienced applicants with additional qualifications.

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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