Private Bank Analyst Program — Fast-Track to Associate

Fairygodboss; Ponte Vedra Beach (FL); On-site; USD 75,000 - 95,000; Full time

Benefits offered by this job

Health care coverage

On-site health centers

Retirement savings plan

Backup childcare

Tuition reimbursement

Mental health support

Financial coaching

Job summary

JPMorgan Chase & Co. in the United States offers a structured two-year Analyst Program in the U.S. Private Bank to develop skills in sales, wealth management, and strategic client service.

Analysts work with bankers, investment specialists, and trust teams to bring in new clients and serve existing ones, with potential progression to an Associate role. The program emphasizes exposure to credit, multi-asset investments, wealth advisory, and estate planning, with opportunities to advance based on

Qualifications

• Bachelor's degree with GPA ≥ 3.2.
• No more than two years of work experience after undergraduate program.
• 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 investment objectives.
• Become an expert in proprietary models to provide tailored solutions.
• Conduct research and assist with product development and prospecting.
• Research client inquiries and manage follow-up communications.

Education

Bachelor's degree

GPA 3.2 or higher

Job description

JPMorgan Chase & Co. in the United States offers a structured two-year Analyst Program in the U.S. Private Bank to develop skills in sales, wealth management, and strategic client service.

Analysts work with bankers, investment specialists, and trust teams to bring in new clients and serve existing ones, with potential progression to an Associate role. The program emphasizes exposure to credit, multi-asset investments, wealth advisory, and estate planning, with opportunities to advance based on