Private Bank Analyst Program - Fast-Track to Associate

JPMorgan Chase & Co.; Wisconsin; On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Health benefits

Retirement plan

Tuition reimbursement

Job summary

JPMorgan Chase & Co. in the United States Private Bank is seeking a Program Banker Analyst to join an integrated team serving existing and prospective clients.

The program prepares you to advance toward an Associate role, with exposure to credit, investments, wealth advisory and estate planning while developing client relationships. You will work with bankers, investment specialists and trust experts on strategic financial solutions and market insights, in a fast-paced environment that values

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 team to analyze balance sheets and client objectives to produce recommendations
• Become 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
• Interact with senior management and clients as responsibilities grow

Skills

Sales aptitude

Client relations

Multi-tasking

Communication skills

Presentation skills

Markets interest

Analytical thinking

Education

Bachelor’s degree (GPA 3.2+)

Job description

JPMorgan Chase & Co. in the United States Private Bank is seeking a Program Banker Analyst to join an integrated team serving existing and prospective clients.

The program prepares you to advance toward an Associate role, with exposure to credit, investments, wealth advisory and estate planning while developing client relationships. You will work with bankers, investment specialists and trust experts on strategic financial solutions and market insights, in a fast-paced environment that values