Private Bank AWM Analyst: Client Growth & Strategy

Aumni; Baltimore (MD); On-site; USD 85,000 - 100,000; Full time

Benefits offered by this job

Base salary with rewards

Bonus/commission potential

Comprehensive health benefits

Retirement savings plan

Tuition reimbursement

Job summary

JPMorgan Chase & Co.'s U.S. Private Bank invites exceptionally talented individuals for the two-year Analyst Program as a Program Banker Analyst.

You will work with bankers, investment specialists, and trust experts to bring in new clients and serve existing clients, with a path to Associate on successful completion. The program provides exposure to credit and lending, multi-asset investments, wealth advisory and estate planning, while you develop sales skills and client relationships in a

Qualifications

• Bachelor's degree with a minimum overall GPA of 3.2.
• No more than two years of work experience following 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.
• Work directly with clients as you continue to progress in your role.

Skills

Sales aptitude

Client relationship management

Presentation skills

Education

Bachelor's degree (GPA 3.2+)

No more than two years of work experience

Job description

JPMorgan Chase & Co.'s U.S. Private Bank invites exceptionally talented individuals for the two-year Analyst Program as a Program Banker Analyst.

You will work with bankers, investment specialists, and trust experts to bring in new clients and serve existing clients, with a path to Associate on successful completion. The program provides exposure to credit and lending, multi-asset investments, wealth advisory and estate planning, while you develop sales skills and client relationships in a