Private Bank Analyst Program: Wealth Strategy Growth

JPMorgan Chase & Co.; Dallas (TX); On-site; USD 65,000 - 90,000; Full time

Job summary

JPMorgan Chase & Co. in the U.S. Private Bank is seeking a Program Banker Analyst to join an integrated team delivering tailored financial strategies and client service.

You will work with bankers, investment specialists, capital advisors, and trust and estate experts to attract new clients and service existing ones. The two‑year Analyst Program provides exposure to multiple business areas, including credit and lending, multi‑asset investments, wealth advisory, and estate planning, with

Qualifications

• Bachelor’s degree with a minimum overall GPA requirement stated (3.2).
• No more than two years of work experience following undergraduate completion.
• 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.
• 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 aptitude

Client relationship management

Communication skills

Education

Bachelor’s degree

Job description

JPMorgan Chase & Co. in the U.S. Private Bank is seeking a Program Banker Analyst to join an integrated team delivering tailored financial strategies and client service.

You will work with bankers, investment specialists, capital advisors, and trust and estate experts to attract new clients and service existing ones. The two‑year Analyst Program provides exposure to multiple business areas, including credit and lending, multi‑asset investments, wealth advisory, and estate planning, with