Private Bank Analyst: Client Strategy & Wealth Solutions

JPMorganChase; Chicago (IL); On-site; USD 100,000 - 110,000; Full time

Job summary

JPMorgan Chase in Winnetka, IL is seeking a Program Analyst within U.S. Private Bank to join an integrated team of bankers, investment specialists, and trust experts. The two-year Analyst Program offers exposure to credit, multi-asset investments, wealth advisory, and estate planning while developing client-facing skills.

As a top performer, you will help bring in new clients and support ongoing relationships, with opportunity to advance to an Associate role based on performance and firm needs.

Qualifications

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

Responsibilities

• Help devise customized financial strategies for clients.
• Prepare pitch books and meeting materials.
• Analyze balance sheets and client objectives for tailored recommendations.
• Develop expertise in proprietary models for solutions.
• Conduct research and assist with product development.
• Handle client inquiries and follow-up communications.
• Progression to increased responsibility with senior client exposure.

Skills

Sales aptitude

Client relationship

Multitasking

Presentation skills

Financial markets interest

Education

Bachelor’s degree, GPA 3.2

Job description

JPMorgan Chase in Winnetka, IL is seeking a Program Analyst within U.S. Private Bank to join an integrated team of bankers, investment specialists, and trust experts. The two-year Analyst Program offers exposure to credit, multi-asset investments, wealth advisory, and estate planning while developing client-facing skills.

As a top performer, you will help bring in new clients and support ongoing relationships, with opportunity to advance to an Associate role based on performance and firm needs.