Private Bank Analyst: Client Wealth Strategy & Growth

JPMorgan Chase & Co.; Houston (TX); On-site; USD 65,000 - 90,000; Full time

Job summary

JPMorgan Chase & Co. in the U.S. Private Bank is seeking exceptional individuals for the Program Banker Analyst role.

You will join a collaborative team of bankers, investment specialists, capital advisors, and trust and estate experts to bring in new clients and to serve existing clients. As a top performing Analyst, you will have the opportunity to continue onto the next phase at the firm as an Associate at the end of the program.

Qualifications

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

Responsibilities

• Devise customized financial strategies for existing and prospective clients.
• Prepare pitch books and meeting materials.
• Collaborate with the team to analyze balance sheets and investment objectives.
• Become an expert in proprietary models to recommend tailored solutions.
• Conduct research and analysis; assist product development and prospecting.
• Research client inquiries and manage follow-up communications.
• Work directly with clients as you progress in your role.

Skills

Sales

Client relationship management

Presentation skills

Multi-tasking

Education

Bachelor's degree

Job description

JPMorgan Chase & Co. in the U.S. Private Bank is seeking exceptional individuals for the Program Banker Analyst role.

You will join a collaborative team of bankers, investment specialists, capital advisors, and trust and estate experts to bring in new clients and to serve existing clients. As a top performing Analyst, you will have the opportunity to continue onto the next phase at the firm as an Associate at the end of the program.