Private Bank Analyst Program: Client Strategy & Growth

Next Frontier Capital; Phoenix (AZ); On-site; USD 65,000 - 100,000; Full time

Benefits offered by this job

Health care coverage

On-site health and wellness centers

Retirement savings plan

Tuition reimbursement

Mental health support

Financial coaching

Job summary

JPMorgan Chase & Co. in the United States offers a two-year Analyst Program within the Private Bank. You will work with bankers, investment specialists, and trust experts to bring in new clients and serve existing ones.

As a top Analyst, you may advance to Associate. The program exposes you to credit, multi-asset investments, wealth advisory, and estate planning with mentoring and performance-driven growth opportunities.

Qualifications

• Bachelor’s degree with a minimum GPA of 3.2.
• No more than two years of work experience following 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 that consider 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 you will interact with senior management and directly with clients.

Skills

Sales aptitude

Client relationship management

Education

Bachelor’s degree

Job description

JPMorgan Chase & Co. in the United States offers a two-year Analyst Program within the Private Bank. You will work with bankers, investment specialists, and trust experts to bring in new clients and serve existing ones.

As a top Analyst, you may advance to Associate. The program exposes you to credit, multi-asset investments, wealth advisory, and estate planning with mentoring and performance-driven growth opportunities.