Private Bank Program Analyst: Client Solutions & Growth

JPMorgan Chase & Co.

Miami (FL)

On-site

USD 70,000 - 100,000

Full time

2 days ago

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Job summary

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

You will join a collaborative team to attract new clients and serve existing ones, with a path to Associate after completing the two-year program. The role emphasizes financial strategy, client service, and cross-functional collaboration across markets and functions. The Analyst will work with bankers, investment specialists, and estate experts to deliver customized solutions and to advance in the private

Qualifications

Bachelor’s degree with GPA 3.2 or higher.
Demonstrated aptitude for sales and client relationship management.
Strong communication and presentation skills.

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.
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.