Private Bank Analyst Program — Career Path

JPMorgan Chase & Co.

Greenwich (CT)

On-site

USD 100,000 - 110,000

Full time

4 days ago

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Job summary

JPMorgan Chase & Co. in Greenwich, CT is seeking a Program Banker Analyst for the U.S. Private Bank.

The two-year program offers exposure to credit and lending, multi-asset investments, wealth advisory and estate planning. You will work with bankers, investment specialists, and trust experts to bring in and serve clients. The role emphasizes developing customized financial strategies, preparing materials, and collaborating across teams, with potential progression to Associate based on

Qualifications

Bachelor’s degree with a minimum GPA requirement (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 client's investment objectives to produce customized recommendations
Become an expert in proprietary models to provide tailored solution recommendations
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 you progress in role