Private Bank Program Analyst: Build Client Wealth

JPMorgan Chase & Co.

Winnetka (IL)

On-site

USD 65,000 - 90,000

Full time

4 days ago

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Job summary

JPMorgan Chase & Co. seeks a Program Banker Analyst for the U.S. Private Bank in Winnetka, IL.

You will join an integrated team to bring in new clients and serve existing ones, with a two-year program leading toward an Associate role. Promotional opportunities depend on performance and business needs. You will develop customized financial strategies, prepare pitch books, and analyze balance sheets to tailor investment recommendations while collaborating with bankers, investment specialists, and

Qualifications

Bachelor’s degree with a minimum overall GPA of 3.2.
No more than two years of work experience following completion of 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.
As you progress in your role, you will assume significant responsibility by interacting frequently with senior management and working directly with clients.