Private Bank Analyst Program - Client Strategy & Growth

Fairygodboss; Pasadena (CA); On-site; USD 75,000 - 105,000; Full time

Job summary

JPMorgan Chase & Co. in the U.S. Private Bank offers a two-year Analyst Program designed to develop future associates. You will work with bankers, investment specialists, and estate experts to bring in new clients and serve existing ones, with opportunities to advance to the Associate level based on performance.

The program provides exposure across credit, multi-asset investments, wealth advisory, and estate planning, with hands-on client engagement and collaboration across markets.

Qualifications

• Bachelor's degree with minimum GPA 3.2.
• No more than two years of work experience after undergrad.
• 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 clients' investment objectives to produce customized recommendations
• Become an expert in proprietary models to provide tailored solutions
• Conduct research and analysis; assist with product development and prospecting efforts
• Research client inquiries and manage follow up communication and materials
• Work directly with clients as you progress in your role

Skills

Sales aptitude

Client relationship management

Communication skills

Education

Bachelor's degree GPA 3.2

Job description

JPMorgan Chase & Co. in the U.S. Private Bank offers a two-year Analyst Program designed to develop future associates. You will work with bankers, investment specialists, and estate experts to bring in new clients and serve existing ones, with opportunities to advance to the Associate level based on performance.

The program provides exposure across credit, multi-asset investments, wealth advisory, and estate planning, with hands-on client engagement and collaboration across markets.