International Private Bank- AWM Program Analyst- LatAm South

JPMorgan Chase & Co.; Miami (FL); On-site; USD 65,000 - 90,000; Full time

Job summary

JPMorgan Chase & Co. in Miami seeks exceptionally talented individuals for the International Private Bank Analyst Program.

You will join a collaborative team to deliver first-class client service and develop an entrepreneurial mindset early in your career. As a Program Banker Analyst you will work with bankers, investment specialists, trust and estate experts to bring in new clients and serve existing ones, with potential to advance to Associate after two years.

Qualifications

• Bachelor’s degree with minimum GPA requirement (if stated).
• Fluent in English and Spanish.
• No more than two years of work experience following undergraduate.
• Demonstrated aptitude for sales and client relationships.

Responsibilities

• Help devise customized financial strategies for existing and prospective clients.
• Prepare pitch books and meeting materials.
• Collaborate with team members to analyze balance sheets and understand investment objectives to produce customized recommendations.
• Become expert in proprietary models to provide tailored solutions.
• Conduct research and analysis; assist with product development and prospecting.
• Research client inquiries and manage follow-up communication and materials.
• Progression to roles with increased client interaction at senior levels.

Skills

Fluent English

Spanish

Sales aptitude

Client relationship management

Education

Bachelor's degree

Job description

We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan’s International Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level.
As a Program Banker Analyst in the International Private Bank, you will work on an integrated team with our bankers, global investment specialists, capital advisors, and trust and estate experts to bring in new clients and to serve existing clients. As a top performing Analyst, you will have the opportunity to continue onto the next phase at the firm as an Associate at the end of the program. Promotional opportunities within J.P. Morgan are based on our business needs and the Analyst’s performance. The two-year Analyst Program provides exposure to our multiple business areas within the Private Bank including but not limited to credit and lending, multi-asset class investments, wealth advisory and estate planning.

Job 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 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

Required Qualifications, Capabilities, and Skills

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

Preferred Qualifications, Capabilities, and Skills

• Superior multi-tasking and organizational skills