Private Bank AWM Analyst — Wealth Strategy & Growth

Aumni; Houston (TX); Sur place; USD 70 000 - 90 000; Plein temps

Résumé du poste

JPMorgan Chase & Co. in the U.S. Private Bank seeks an exceptionally motivated Program Banker Analyst to join a collaborative team that serves high-net-worth clients.

You’ll gain exposure to credit, investments, wealth advisory, and estate planning while developing client solutions and presenting tailored strategies. The two-year Analyst Program offers structured development, mentorship, and potential progression to Associate based on performance and business needs, with a focus on client impact

Qualifications

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

Responsabilités

• Help devise customized financial strategies for existing and prospective clients
• Prepare pitch books and meeting materials
• Collaborate with team to analyze balance sheets and investment objectives
• Provide tailored solutions using proprietary models
• Conduct research and assist with product development and prospecting
• Respond to client inquiries and coordinate follow-up materials
• Engage directly with clients as you progress in the program

Connaissances

Sales aptitude

Relationship mgmt

Team collaboration

Formation

Bachelor’s degree (min)

Description du poste

JPMorgan Chase & Co. in the U.S. Private Bank seeks an exceptionally motivated Program Banker Analyst to join a collaborative team that serves high-net-worth clients.

You’ll gain exposure to credit, investments, wealth advisory, and estate planning while developing client solutions and presenting tailored strategies. The two-year Analyst Program offers structured development, mentorship, and potential progression to Associate based on performance and business needs, with a focus on client impact