Private Bank Analyst: Client Strategy & Wealth Growth

JPMorgan Chase & Co.; New Orleans (LA); On-site; USD 70,000 - 95,000; Full time

Job summary

JPMorgan Chase & Co. in New Orleans, LA seeks an ambitious Program Banker Analyst for the U.S. Private Bank to join an integrated team of bankers and specialists.

You will help bring in new clients and serve existing ones, with a clear path to Associate after the two-year program. The role offers exposure to credit and lending, multi-asset class investments, wealth advisory and estate planning, with opportunities to advance based on performance.

Qualifications

• Bachelor’s degree with a minimum overall GPA of 3.2.
• No more than two years of work experience following completion of undergraduate program.
• Demonstrated 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.
• Work directly with clients as you continue to progress in your role.

Skills

Sales aptitude

Client relationship management

Communication skills

Presentation skills

Multi-tasking

Education

Bachelor’s degree with GPA 3.2

Job description

JPMorgan Chase & Co. in New Orleans, LA seeks an ambitious Program Banker Analyst for the U.S. Private Bank to join an integrated team of bankers and specialists.

You will help bring in new clients and serve existing ones, with a clear path to Associate after the two-year program. The role offers exposure to credit and lending, multi-asset class investments, wealth advisory and estate planning, with opportunities to advance based on performance.