Private Bank AWM Analyst - Client Growth & Strategy

Socket.dev; Ponte Vedra Beach (FL); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Competitive total rewards package

Health care coverage

Retirement savings plan

Tuition reimbursement

Job summary

JPMorgan Chase & Co. in the United States is seeking a Program Banker Analyst for the U.S. Private Bank to help bring in new clients and serve existing ones.

You’ll work with bankers, investment specialists, and trust experts to deliver tailored financial solutions and develop a path toward an Associate role after the program. The two-year Analyst Program exposes you to credit and lending, multi-asset investments, wealth advisory, and estate planning, with strong progression opportunities based

Qualifications

• Bachelor’s degree with a minimum overall GPA of 3.2.
• No more than two years of work experience after undergrad.
• 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 the team to analyze balance sheets and investment objectives.
• Become an expert in proprietary models to provide tailored recommendations.
• Conduct research and analysis; assist with product development and prospecting.
• Research client inquiries and manage follow up communication and materials.
• Progressing role to interact with senior management and clients.

Skills

Sales aptitude

Client relationships

Communication skills

Education

Bachelor’s degree

Job description

JPMorgan Chase & Co. in the United States is seeking a Program Banker Analyst for the U.S. Private Bank to help bring in new clients and serve existing ones.

You’ll work with bankers, investment specialists, and trust experts to deliver tailored financial solutions and develop a path toward an Associate role after the program. The two-year Analyst Program exposes you to credit and lending, multi-asset investments, wealth advisory, and estate planning, with strong progression opportunities based