APAC International Private Bank Analyst - Wealth Strategy

Testing Site - JPMC; San Francisco (CA); On-site; USD 85,000 - 120,000; Full time

Job summary

J.P. Morgan’s International Private Bank seeks exceptionally talented professionals to deliver first-class client experiences. You will craft customized financial strategies, prepare materials, and collaborate across markets to meet client objectives.

Ideal candidates have a bachelor's degree with strong GPA, up to two years of post-graduate experience, and fluency in English and Mandarin, with a talent for sales and relationship management.

Qualifications

• Bachelor’s degree with a minimum overall GPA of 3.2.
• No more than two years of work experience following completion of undergraduate program.
• Demonstrated aptitude for sales and client relationship management.
• Fluent in English and Mandarin.

Responsibilities

• Help devise customized financial strategies for existing and prospective clients in the Global Families Group (APAC) market.
• Prepare pitch books and meeting materials.
• Collaborate with integrated team members to analyze balance sheets and understand a clients’ investment objectives to produce customized recommendations that consider appropriate risk/return objectives.
• Become an expert in a range of proprietary models to provide recommendations on tailored solutions.
• Conduct research and analysis; assist with product development and prospecting efforts.
• Research client inquiries and manage follow up communication and materials.
• As you progress in your role, you will assume significant responsibility by interacting frequently with senior management and working directly with clients.

Skills

Sales and client relationship mgmt

English & Mandarin fluency

Strong communication

Analytical thinking

Education

Bachelor’s degree GPA 3.2

Job description

J.P. Morgan’s International Private Bank seeks exceptionally talented professionals to deliver first-class client experiences. You will craft customized financial strategies, prepare materials, and collaborate across markets to meet client objectives.

Ideal candidates have a bachelor's degree with strong GPA, up to two years of post-graduate experience, and fluency in English and Mandarin, with a talent for sales and relationship management.