Global Private Banking Analyst – Wealth Management Program

Socket.dev

Miami (FL)

On-site

USD 65,000 - 90,000

Full time

4 days ago

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Benefits offered by this job

Health insurance

Retirement plan

Tuition reimbursement

Mental health support

Financial coaching

Job summary

JPMorgan Chase & Co. in the United States is seeking a Program Banker Analyst for the International Private Bank. You will collaborate with bankers, investment specialists, and trust and estate experts to bring in new clients and serve existing ones.

The two-year Analyst Program offers exposure to multiple Private Bank areas. As a top performer, you may advance to an Associate after the program. The role emphasizes client relationships, market insights, and professional growth within a global

Qualifications

Bachelor’s degree with a minimum GPA of 3.2.
Fluent in Spanish and English.
No more than two years of work experience after graduation.
Demonstrated aptitude for sales and client relationship management.
Series 7, Series 66, SIE.

Responsibilities

Help devise customized financial strategies for existing and prospective clients.
Prepare pitch books and meeting materials.
Collaborate with integrated team members to analyze balance sheets and understand clients' investment objectives to produce customized recommendations.
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.
Interact with senior management and work directly with clients as you progress.