Private Bank Analyst, Wealth Management Program

JPMorganChase; Tampa (FL); On-site; USD 65,000 - 90,000; Full time

Job summary

JPMorganChase in Tampa is seeking an Analyst Program Banker to join the U.S. Private Bank. You will collaborate with bankers, investment specialists, and trust and estate experts to bring in new clients and serve existing ones.

As a top-performing Analyst, you will have the opportunity to advance to an Associate after two years, with exposure to credit, multi-asset investments, wealth advisory and estate planning.

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

Communication skills

Multi-tasking

Education

Bachelor's degree with GPA 3.2

Job description

JPMorganChase in Tampa is seeking an Analyst Program Banker to join the U.S. Private Bank. You will collaborate with bankers, investment specialists, and trust and estate experts to bring in new clients and serve existing ones.

As a top-performing Analyst, you will have the opportunity to advance to an Associate after two years, with exposure to credit, multi-asset investments, wealth advisory and estate planning.