Private Bank AWM Analyst: Fast-Track to Associate

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

Benefits offered by this job

Health coverage

Retirement plan

Tuition reimbursement

Job summary

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

The two-year program offers exposure to credit, multi-asset investments, wealth advisory and estate planning, with the opportunity to advance to Associate at program end. As a top performing Analyst, you will help bring in new clients and serve existing clients while developing skills across markets, businesses, and functions.

Qualifications

• Bachelor’s degree with a minimum GPA of 3.2.
• No more than two years of work experience after 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

Excellent communication

Financial markets interest

Education

Bachelor’s degree

Job description

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

The two-year program offers exposure to credit, multi-asset investments, wealth advisory and estate planning, with the opportunity to advance to Associate at program end. As a top performing Analyst, you will help bring in new clients and serve existing clients while developing skills across markets, businesses, and functions.