Private Bank Analyst Program: Client Strategy & Growth

Next Frontier Capital; Wisconsin; On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Comprehensive health care coverage

On-site health and wellness centers

Retirement savings plan

Backup childcare

Tuition reimbursement

Mental health support

Financial coaching and more

Job summary

JPMorgan Chase in the U.S. Private Bank invites exceptional analysts to join a two-year Program Banker Analyst track. You’ll work with bankers, investment specialists, capital advisors, and trust/estate experts to attract and serve clients, with a path to Associate after program completion.

Promotional opportunities depend on performance and business needs, offering exposure across multiple Private Bank areas including credit, multi-asset investments, wealth advisory, and estate planning.

Qualifications

• Bachelor’s degree with a minimum GPA of 3.2.
• No more than two years of work experience after undergrad.

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 tailored 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, interact with senior management and clients directly

Skills

Sales aptitude

Client relationship mgmt

Strong communication

Presentation skills

Financial markets interest

Analytical thinking

Education

Bachelor’s degree

Job description

JPMorgan Chase in the U.S. Private Bank invites exceptional analysts to join a two-year Program Banker Analyst track. You’ll work with bankers, investment specialists, capital advisors, and trust/estate experts to attract and serve clients, with a path to Associate after program completion.

Promotional opportunities depend on performance and business needs, offering exposure across multiple Private Bank areas including credit, multi-asset investments, wealth advisory, and estate planning.