Private Bank Program Analyst: Client Growth & Strategy

JPMorgan Chase & Co.; Dallas (TX); On-site; USD 65,000 - 90,000; Full time

Job summary

JPMorgan Chase & Co. is seeking high-potential individuals for the Program Banker Analyst role in the U.S. Private Bank.

You will join an integrated team of bankers, investment specialists, and estate experts to attract and serve clients, with potential to advance to Associate after two years. The program exposes you to credit, investments, wealth advisory, and estate planning. The role emphasizes collaboration, rigorous financial analysis, and client-focused service in a fast-paced private

Qualifications

• Bachelor's degree with GPA ≥ 3.2.
• No more than 2 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 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.
• Work directly with clients as you continue to progress in your role.

Skills

sales and relationship management

Education

Bachelor's degree (GPA 3.2)

Job description

JPMorgan Chase & Co. is seeking high-potential individuals for the Program Banker Analyst role in the U.S. Private Bank.

You will join an integrated team of bankers, investment specialists, and estate experts to attract and serve clients, with potential to advance to Associate after two years. The program exposes you to credit, investments, wealth advisory, and estate planning. The role emphasizes collaboration, rigorous financial analysis, and client-focused service in a fast-paced private