Private Bank Analyst: Wealth Strategy & Client Growth

JPMorgan Chase & Co.; Oklahoma City (OK); Presencial; USD 65 000 - 90 000; Tempo integral

Resumo da oferta

JPMorgan Chase & Co. in the United States is seeking an Analyst for the U.S. Private Bank to join an integrated team of bankers, investment specialists, and trust and estate experts.

The two-year Analyst Program offers exposure across credit, multi-asset investments, wealth advisory, and estate planning, with opportunities to advance to Associate based on performance. You will help bring in new clients, serve existing clients, and develop customized financial strategies while collaborating

Qualificações

• Bachelor's degree with a minimum GPA of 3.2 is required.
• No more than two years of work experience after undergrad.
• Demonstrated aptitude for sales and client relationship management.

Responsabilidades

• 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 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.

Conhecimentos

Sales aptitude

Client relations

Communication skills

Presentation skills

Multi-tasking

Formação académica

Bachelor's degree with GPA 3.2

Descrição da oferta de emprego

JPMorgan Chase & Co. in the United States is seeking an Analyst for the U.S. Private Bank to join an integrated team of bankers, investment specialists, and trust and estate experts.

The two-year Analyst Program offers exposure across credit, multi-asset investments, wealth advisory, and estate planning, with opportunities to advance to Associate based on performance. You will help bring in new clients, serve existing clients, and develop customized financial strategies while collaborating