Private Bank Program Analyst: Client Strategy & Growth

JPMorganChase; Birmingham (MI); Sur place; USD 70 000 - 110 000; Plein temps

Résumé du poste

JPMorganChase in the United States is seeking a Program Banker Analyst in the U.S. Private Bank.

You will join a collaborative team working with bankers, investment specialists, capital advisors and trust/estate experts to bring in new clients and to serve existing clients. The two-year Analyst Program offers exposure to credit, multi-asset investments, wealth advisory and estate planning, with the potential to advance to an Associate role at program end.

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

Responsabilités

• 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

Connaissances

Sales aptitude

Client relationship management

Communication skills

Formation

Bachelor's degree

Description du poste

JPMorganChase in the United States is seeking a Program Banker Analyst in the U.S. Private Bank.

You will join a collaborative team working with bankers, investment specialists, capital advisors and trust/estate experts to bring in new clients and to serve existing clients. The two-year Analyst Program offers exposure to credit, multi-asset investments, wealth advisory and estate planning, with the potential to advance to an Associate role at program end.