Private Bank AWM Program Analyst: Client Strategy & Growth

Socket.dev

Orlando (FL)

On-site

USD 70,000 - 90,000

Full time

8 days ago

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Benefits offered by this job

Health care coverage

On-site health centers

Retirement savings plan

Backup childcare

Tuition reimbursement

Mental health support

Financial coaching

Job summary

JPMorgan Chase & Co. is seeking exceptionally talented individuals for a Program Banker Analyst in the U.S. Private Bank.

You will join an integrated team of bankers, investment specialists, and trust experts to attract and serve clients. The program offers a path to Associate after two years and exposure to credit, wealth advisory, and estate planning. The role emphasizes client-focused financial strategies, rigorous analysis, and development of tailored solutions within a collaborative,

Qualifications

Bachelor's degree with a minimum GPA of 3.2.
No more than two years of work experience after undergraduate program.
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 client's 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.