Private Bank Analyst Program: Client Strategy & Wealth

Testing Site - JPMC; New York (NY); On-site; USD 90,000 - 120,000; Full time

Job summary

J.P. Morgan’s U.S. Private Bank is seeking an Analyst Program Banker to join an integrated team of bankers, investment specialists, and trust experts to bring in new clients and serve existing ones. The two-year program offers exposure across private banking areas and potential transition to an Associate position based on performance.

As an Analyst, you will work with professionals to develop tailored financial solutions and build enduring client relationships within a collaborative environment.

Qualifications

• 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.

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 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.
• Work directly with clients as you continue to progress in your role.

Skills

Sales & client relationship mgmt

Education

Bachelor's degree GPA 3.2

Job description

J.P. Morgan’s U.S. Private Bank is seeking an Analyst Program Banker to join an integrated team of bankers, investment specialists, and trust experts to bring in new clients and serve existing ones. The two-year program offers exposure across private banking areas and potential transition to an Associate position based on performance.

As an Analyst, you will work with professionals to develop tailored financial solutions and build enduring client relationships within a collaborative environment.