Private Bank Analyst: Fast-Track to Associate

Aumni

Dallas (TX)

On-site

USD 70,000 - 110,000

Full time

14 days+

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Benefits offered by this job

Health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Job summary

JPMorgan Chase & Co. in Dallas invites driven analysts to join a two-year Banker Analyst Program within U.S. Private Bank.

You will work with bankers, investment specialists and trust experts to bring in new clients and serve existing ones. Top performers may advance to an Associate role based on performance and business needs. The program offers exposure to credit, multi-asset investments, wealth advisory and estate planning, with opportunities for growth, mentorship and a competitive total

Qualifications

Bachelor’s degree required with GPA ≥ 3.2.
No more than two years of work experience after completing undergrad.
Aptitude for sales and client relationships.

Responsibilities

Help devise customized financial strategies for existing and prospective clients.
Prepare pitch books and meeting materials.
Collaborate with team members to analyze balance sheets and investment objectives.
Become an expert in proprietary models to tailor solutions.
Conduct research and support product development and prospecting efforts.
Research client inquiries and manage follow up communications and materials.
Work directly with clients as you progress in your role.