Private Bank Program Analyst: Client Strategy & Growth

Testing Site - JPMC; Dallas (TX); On-site; USD 70,000 - 90,000; Full time

Job summary

J.P. Morgan's U.S. Private Bank is seeking an Analyst for its two-year Program Banker role in Dallas. You will join a team of bankers, investment specialists, and trust experts to bring in new clients and serve existing ones. The program emphasizes exposure to credit, multi-asset investments, wealth advisory, and estate planning.

As a top-performing Analyst, you may advance to Associate after the program. Promotions are based on performance and business needs.

Qualifications

• Bachelor's degree with GPA of 3.2 or higher.
• Demonstrated aptitude for sales and building client relationships.
• Strong communication and presentation skills.

Responsibilities

• Help devise customized financial strategies for existing and prospective clients.
• Prepare pitch books and meeting materials.
• Collaborate with team members to analyze balance sheets and investment objectives.
• Become an expert in proprietary models to tailor solutions.
• Conduct research and assist with product development and prospecting.
• Research client inquiries and manage follow up communication and materials.
• Work directly with clients as you progress in your role.

Skills

Sales aptitude

Client relationship management

Communication skills

Education

Bachelor's degree GPA 3.2+

Job description

J.P. Morgan's U.S. Private Bank is seeking an Analyst for its two-year Program Banker role in Dallas. You will join a team of bankers, investment specialists, and trust experts to bring in new clients and serve existing ones. The program emphasizes exposure to credit, multi-asset investments, wealth advisory, and estate planning.

As a top-performing Analyst, you may advance to Associate after the program. Promotions are based on performance and business needs.