Private Bank Analyst Program — Launch Your Wealth Career

Aumni; Philadelphia (Philadelphia County); On-site; USD 85,000 - 130,000; Full time

Benefits offered by this job

Comprehensive health care coverage

On-site health centers

Retirement savings plan

Tuition reimbursement

Mental health support

Job summary

JPMorgan Chase & Co. in the U.S. Private Bank seeks an Analyst Program Banker to join an integrated team and bring in new clients while serving existing ones. The two-year program exposes you to credit, investments, wealth advisory and estate planning, with opportunities to progress to Associate based on performance.

You will collaborate with bankers, investment specialists, capital advisors, and trust and estate experts to deliver tailored financial solutions.

Qualifications

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

Skills

Sales aptitude

Client relationship management

Presentations

Education

Bachelor’s degree with GPA 3.2+

Job description

JPMorgan Chase & Co. in the U.S. Private Bank seeks an Analyst Program Banker to join an integrated team and bring in new clients while serving existing ones. The two-year program exposes you to credit, investments, wealth advisory and estate planning, with opportunities to progress to Associate based on performance.

You will collaborate with bankers, investment specialists, capital advisors, and trust and estate experts to deliver tailored financial solutions.