Private Bank AWM Program Analyst – Client Strategy

JPMorganChase; Jacksonville (FL); On-site; USD 65,000 - 90,000; Full time

Job summary

JPMorganChase in the United States is seeking a Program Banker Analyst to join the U.S. Private Bank.

You will work with bankers, investment specialists, capital advisors, and estate experts to attract and serve clients. The two-year Analyst Program offers exposure to credit and lending, multi-asset investments, wealth advisory and estate planning, with potential progression to an Associate role at program end.

Qualifications

• Bachelor's degree required with a minimum GPA of 3.2.
• No more than two years of work experience following undergraduate program.
• Demonstrated aptitude for sales and client relationship management.
• Excellent communication skills and poise giving presentations.

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

Sales aptitude

Client relationship management

Multi-tasking

Communication skills

Education

Bachelor's degree with GPA 3.2

Job description

JPMorganChase in the United States is seeking a Program Banker Analyst to join the U.S. Private Bank.

You will work with bankers, investment specialists, capital advisors, and estate experts to attract and serve clients. The two-year Analyst Program offers exposure to credit and lending, multi-asset investments, wealth advisory and estate planning, with potential progression to an Associate role at program end.