Private Bank Analyst: Wealth Strategy & Client Growth

Next Frontier Capital; Orlando (FL); On-site; USD 85,000 - 120,000; Full time

Job summary

JPMorgan Chase & Co. in the U.S. Private Bank offers a two-year Analyst Program designed to develop future associates. As a Program Banker Analyst, you will join an integrated team of bankers, investment specialists, and trust experts to bring in new clients and serve existing ones.

The program provides exposure to multiple business areas including credit, multi-asset investments, wealth advisory and estate planning, with promotion to Associate based on performance.

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

Aptitude for sales

Client relationship management

Excellent communication

Education

Bachelor’s degree with GPA 3.2

Job description

JPMorgan Chase & Co. in the U.S. Private Bank offers a two-year Analyst Program designed to develop future associates. As a Program Banker Analyst, you will join an integrated team of bankers, investment specialists, and trust experts to bring in new clients and serve existing ones.

The program provides exposure to multiple business areas including credit, multi-asset investments, wealth advisory and estate planning, with promotion to Associate based on performance.