Private Bank Analyst: Client Solutions & Growth

Testing Site - JPMC; Cleveland (OH); On-site; USD 80,000 - 100,000; Full time

Job summary

Testing Site - JPMC in the United States is seeking a Program Banker Analyst in the U.S. Private Bank. You will join a collaborative team to bring in new clients and service existing ones, with opportunities to advance to the Associate level after program completion.

The Analyst Program exposes you to credit, multi-asset investments, wealth advisory, and estate planning. As a top-performing Analyst, you will work with bankers, investment specialists, and trust and estate experts to develop

Qualifications

• Bachelor’s degree with GPA 3.2 or higher.
• No more than two years of work experience after undergrad.
• Proven aptitude for sales and client relationship management.

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 investment objectives.
• Become an expert in proprietary models to provide tailored recommendations.
• 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 clients as you progress in the role.

Skills

Sales

Client relationships

Communication

Presentations

Financial markets

Education

Bachelor's degree

Job description

Testing Site - JPMC in the United States is seeking a Program Banker Analyst in the U.S. Private Bank. You will join a collaborative team to bring in new clients and service existing ones, with opportunities to advance to the Associate level after program completion.

The Analyst Program exposes you to credit, multi-asset investments, wealth advisory, and estate planning. As a top-performing Analyst, you will work with bankers, investment specialists, and trust and estate experts to develop