Private Bank Analyst Program - Launch Your Wealth Career

JPMorganChase; Orlando (FL); On-site; USD 60,000 - 85,000; Full time

Job summary

JPMorganChase's U.S. Private Bank seeks a Program Banker Analyst to join an integrated team delivering tailored financial strategies and client service.

You will prepare materials, analyze balance sheets, and collaborate with bankers, investment specialists, and estate experts to drive new business and serve existing clients. Top performers may advance to an Associate role after the two-year program, with opportunities across credit, multi-asset investments, and wealth advisory.

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
• As you progress in your role, you will assume significant responsibility by interacting frequently with senior management and working directly with clients

Skills

Sales aptitude

Client relationship management

Multi-tasking

Communication skills

Financial markets interest

Education

Bachelor's degree with GPA 3.2

Job description

JPMorganChase's U.S. Private Bank seeks a Program Banker Analyst to join an integrated team delivering tailored financial strategies and client service.

You will prepare materials, analyze balance sheets, and collaborate with bankers, investment specialists, and estate experts to drive new business and serve existing clients. Top performers may advance to an Associate role after the two-year program, with opportunities across credit, multi-asset investments, and wealth advisory.