Private Bank Analyst Program: Client Strategy and Growth

Aumni; Seattle (WA); Vor Ort; USD 80.000 - 110.000; Vollzeit

Benefits dieser Stelle

Health care coverage

On-site health center

Retirement savings plan

Tuition reimbursement

Mental health support

Financial coaching

Zusammenfassung

JPMorgan Chase & Co. in Seattle is seeking an Analyst for the U.S. Private Bank’s Banker Analyst Program.

You will join an integrated team of bankers, investment specialists, capital advisors and trust and estate experts to bring in new clients and serve existing ones. The two-year program offers potential advancement to an Associate role based on performance. You will gain exposure to credit and lending, multi-asset investments, wealth advisory and estate planning, while developing skills

Qualifikationen

• Bachelor’s degree with a minimum overall GPA of 3.2.
• No more than two years of work experience following completion of undergraduate program.
• Demonstrated aptitude for sales and client relationship management.

Aufgaben

• 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 that consider appropriate risk/return objectives.
• 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.

Kenntnisse

Sales aptitude

Client relationship management

Communication skills

Multitasking

Presentation skills

Ausbildung

Bachelor’s degree GPA 3.2

Jobbeschreibung

JPMorgan Chase & Co. in Seattle is seeking an Analyst for the U.S. Private Bank’s Banker Analyst Program.

You will join an integrated team of bankers, investment specialists, capital advisors and trust and estate experts to bring in new clients and serve existing ones. The two-year program offers potential advancement to an Associate role based on performance. You will gain exposure to credit and lending, multi-asset investments, wealth advisory and estate planning, while developing skills