Private Bank Analyst: Client Strategy & Wealth

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

Job summary

JPMorgan Chase & Co. in Tampa, FL, is seeking a Program Banker Analyst to join U.S. Private Bank. You will work with bankers, investment specialists, capital advisors and trust/estate experts to attract new clients and serve existing ones, advancing toward an Associate role after program completion.

The two-year Analyst Program provides exposure to credit and lending, multi-asset investments, wealth advisory and estate planning, with opportunities to grow within the Private Bank.

Qualifications

• Bachelor’s degree with a minimum GPA of 3.2 and no more than two years of work experience after undergrad.
• Demonstrated aptitude for sales and client relationship management.
• Strong communication and presentation skills; genuine interest in financial markets.

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.
• Become an expert in proprietary models to provide tailored solutions.
• Conduct research and analysis; assist with product development and prospecting efforts.
• Research client inquiries and manage follow up communications and materials.
• Interact with senior management and clients as you progress in the role.

Skills

Sales aptitude

Client relationship management

Communication skills

Education

Bachelor’s degree with GPA ≥ 3.2

Job description

JPMorgan Chase & Co. in Tampa, FL, is seeking a Program Banker Analyst to join U.S. Private Bank. You will work with bankers, investment specialists, capital advisors and trust/estate experts to attract new clients and serve existing ones, advancing toward an Associate role after program completion.

The two-year Analyst Program provides exposure to credit and lending, multi-asset investments, wealth advisory and estate planning, with opportunities to grow within the Private Bank.