Private Bank Analyst: Client Strategy & Wealth Solutions

Next Frontier Capital; Palo Alto (CA); On-site; USD 120,000 - 185,000; Full time

Benefits offered by this job

Health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

On-site health and wellness centers

Financial coaching

Job summary

JPMorgan Chase & Co. is seeking talented individuals for the Program Banker Analyst role in the U.S. Private Bank. You will join a multidisciplinary team to attract and serve clients, with a path to advance to Associate after the two-year program.

The program provides exposure across credit, lending, multi-asset investments, wealth advisory and estate planning, with opportunities to collaborate across markets, businesses, and functions.

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.
• 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.
• Interact with senior management and work directly with clients.

Skills

Sales aptitude

Client relationship management

Communication skills

Education

Bachelor's degree

Job description

JPMorgan Chase & Co. is seeking talented individuals for the Program Banker Analyst role in the U.S. Private Bank. You will join a multidisciplinary team to attract and serve clients, with a path to advance to Associate after the two-year program.

The program provides exposure across credit, lending, multi-asset investments, wealth advisory and estate planning, with opportunities to collaborate across markets, businesses, and functions.