Private Bank Program Analyst: Client-Focused Finance

JPMorganChase; Milwaukee (WI); On-site; USD 65,000 - 90,000; Full time

Job summary

JPMorganChase Milwaukee, WI seeks a Program Banker Analyst in the U.S. Private Bank to join a collaborative team delivering first-class client service.

You will work with bankers, investment specialists, and trust and estate experts to bring in new clients and serve existing ones, with a path to Associate after the two-year program. The program offers exposure to credit and lending, multi-asset investments, wealth advisory, and estate planning, with promotion opportunities based on performance.

Qualifications

• Bachelor's degree with a minimum GPA of 3.2.
• No more than two years of work experience after undergrad.
• Proven 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 team to analyze balance sheets and investment objectives.
• Become an expert in proprietary models to provide tailored solutions.
• Conduct research and assist with product development and prospecting.
• Research client inquiries and manage follow-up communications.

Skills

Sales aptitude

Client relationship management

Presentation & communication

Education

Bachelor's degree with GPA 3.2

Job description

JPMorganChase Milwaukee, WI seeks a Program Banker Analyst in the U.S. Private Bank to join a collaborative team delivering first-class client service.

You will work with bankers, investment specialists, and trust and estate experts to bring in new clients and serve existing ones, with a path to Associate after the two-year program. The program offers exposure to credit and lending, multi-asset investments, wealth advisory, and estate planning, with promotion opportunities based on performance.