Private Bank Analyst: Client Strategy & Wealth Solutions

Testing Site - JPMC; Winnetka (IL); On-site; USD 65,000 - 85,000; Full time

Job summary

J.P. Morgan’s U.S. Private Bank is seeking ambitious Analysts to join a two-year program. You will work with bankers, investment specialists, capital advisors, and estate experts to bring in and serve clients, with the potential to advance to Associate based on performance and business needs.

The program exposes you to credit and lending, multi-asset investments, wealth advisory, and estate planning, fostering growth in a collaborative, high-achievement environment.

Qualifications

• Bachelor’s degree with a minimum GPA of 3.2.
• No more than two years of work experience after undergrad.
• 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 team to analyze balance sheets and investment objectives to tailor recommendations.
• 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 communication and materials.
• Interact with senior management and clients as responsibilities grow.

Skills

Sales aptitude

Client relationship mgmt

Presentation & communication

Education

Bachelor's degree

Job description

J.P. Morgan’s U.S. Private Bank is seeking ambitious Analysts to join a two-year program. You will work with bankers, investment specialists, capital advisors, and estate experts to bring in and serve clients, with the potential to advance to Associate based on performance and business needs.

The program exposes you to credit and lending, multi-asset investments, wealth advisory, and estate planning, fostering growth in a collaborative, high-achievement environment.