Private Bank Analyst: Launch Your Wealth Career

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

Job summary

JPMorgan Chase & Co. in Philadelphia is seeking a Program Banker Analyst for its U.S. Private Bank. You will work with a team of bankers, investment specialists, and trust professionals to bring in new clients and serve existing ones, with high exposure to a growing client base.

The two-year Analyst Program offers experience across credit and lending, multi-asset investments, wealth advisory, and estate planning, with potential promotion to Associate based on performance.

Qualifications

• Bachelor’s degree with minimum GPA 3.2.
• No more than two years of work experience after 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.
• As you progress in your role, you will assume significant responsibility by interacting frequently with senior management and working directly with clients.

Skills

Sales ability

Client mgmt

Presentation skills

Education

Bachelor’s degree

Job description

JPMorgan Chase & Co. in Philadelphia is seeking a Program Banker Analyst for its U.S. Private Bank. You will work with a team of bankers, investment specialists, and trust professionals to bring in new clients and serve existing ones, with high exposure to a growing client base.

The two-year Analyst Program offers experience across credit and lending, multi-asset investments, wealth advisory, and estate planning, with potential promotion to Associate based on performance.