Private Bank Analyst: Client Strategy & Wealth Solutions

JPMorgan Chase & Co.; Pasadena (CA); On-site; USD 70,000 - 95,000; Full time

Job summary

JPMorgan Chase & Co. is seeking a Program Banker Analyst in the U.S. Private Bank to join an integrated team and help build customized financial strategies for clients.

You will prepare pitch books, analyze balance sheets, and collaborate with bankers, investment specialists, and estate experts to deliver tailored recommendations. As a top performer, you may advance to Associate after the two-year Analyst program, with opportunities across credit, investments, wealth advisory, and estate

Qualifications

• Bachelor's degree with GPA 3.2 required.
• Demonstrated aptitude for sales and client relationship management.
• Excellent communication and presentation skills.

Responsibilities

• Help devise customized financial strategies for clients.
• Prepare pitch books and meeting materials.
• Collaborate with bankers, investment specialists, and estate experts to tailor recommendations.
• Advance clients' objectives through analysis of balance sheets and investment goals.
• Research and respond to client inquiries with timely materials.
• Interact directly with clients as you progress in the role.

Skills

Sales aptitude

Client relationship mgmt

Communication

Multi-tasking

Problem solving

Education

Bachelor's degree; GPA 3.2

Job description

JPMorgan Chase & Co. is seeking a Program Banker Analyst in the U.S. Private Bank to join an integrated team and help build customized financial strategies for clients.

You will prepare pitch books, analyze balance sheets, and collaborate with bankers, investment specialists, and estate experts to deliver tailored recommendations. As a top performer, you may advance to Associate after the two-year Analyst program, with opportunities across credit, investments, wealth advisory, and estate