Private Bank Analyst: Wealth Strategy (2-Year Program)

Aumni; Tampa (FL); On-site; USD 70,000 - 90,000; Full time

Job summary

JPMorgan Chase & Co. in Tampa, FL is seeking a Programmer Analyst in the U.S. Private Bank to join an integrated team of bankers, investment specialists, and trust experts.

The program provides exposure across credit and lending, multi-asset investments, wealth advisory, and estate planning, with the potential to advance to Associate after two years. The role emphasizes developing customized financial strategies for clients, preparing materials, and collaborating on comprehensive client

Qualifications

• Bachelor's degree with GPA ≥ 3.2.
• No more than two years of work experience after undergrad.
• Demonstrated aptitude for sales and client relationships.

Responsibilities

• Help devise customized financial strategies for existing and prospective clients.
• Prepare pitch books and meeting materials.
• Collaborate with integrated team to analyze balance sheets and investment objectives.
• Become an expert in proprietary models to provide tailored solutions.
• Conduct research and analysis; assist with product development and prospecting.
• Research client inquiries and manage follow up communication.

Skills

Sales aptitude

Client relationship management

Excellent communication

Education

Bachelor's degree with GPA 3.2

Job description

JPMorgan Chase & Co. in Tampa, FL is seeking a Programmer Analyst in the U.S. Private Bank to join an integrated team of bankers, investment specialists, and trust experts.

The program provides exposure across credit and lending, multi-asset investments, wealth advisory, and estate planning, with the potential to advance to Associate after two years. The role emphasizes developing customized financial strategies for clients, preparing materials, and collaborating on comprehensive client