Private Bank Program Analyst: Client Strategy

JPMorgan Chase & Co.; Seattle (WA); Vor Ort; USD 70.000 - 90.000; Vollzeit

Zusammenfassung

JPMorgan Chase & Co. in Seattle seeks an ambitious Program Banker Analyst to join U.S. Private Bank.

You will work with bankers, investment specialists, capital advisors and trust experts to bring in new clients and serve existing ones, with a path to Associate after two years. The Analyst Program provides exposure to credit and lending, multi-asset class investments, wealth advisory and estate planning, with promotional opportunities based on performance.

Qualifikationen

• 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

Aufgaben

• 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

Kenntnisse

Sales aptitude

Client relationship management

Excellent communication

Presentation skills

Multi-tasking

Financial markets interest

Ausbildung

Bachelor's degree

Jobbeschreibung

JPMorgan Chase & Co. in Seattle seeks an ambitious Program Banker Analyst to join U.S. Private Bank.

You will work with bankers, investment specialists, capital advisors and trust experts to bring in new clients and serve existing ones, with a path to Associate after two years. The Analyst Program provides exposure to credit and lending, multi-asset class investments, wealth advisory and estate planning, with promotional opportunities based on performance.