Private Bank Analyst: Client Strategy & Growth Path

JPMorgan Chase & Co.; Seattle (WA); On-site; USD 70,000 - 90,000; Full time

Job summary

JPMorgan Chase & Co. in Seattle seeks a Program Banker Analyst for the U.S. Private Bank. You will join a collaborative team to build customized financial strategies and help deliver first-class client service.

You'll work with bankers, investment specialists, and trust professionals to bring in and service clients, with the path to advancement to Associate after the two-year program. Strong communication and relationship skills are essential.

Qualifications

• Bachelor’s degree with a minimum overall GPA of 3.2.
• No more than two years of work experience after undergraduate program.
• 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 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 aptitude

Client relationships

Communication

Public speaking

Financial markets

Analytical thinking

Education

Bachelor's degree with GPA 3.2

Job description

JPMorgan Chase & Co. in Seattle seeks a Program Banker Analyst for the U.S. Private Bank. You will join a collaborative team to build customized financial strategies and help deliver first-class client service.

You'll work with bankers, investment specialists, and trust professionals to bring in and service clients, with the path to advancement to Associate after the two-year program. Strong communication and relationship skills are essential.