Private Bank Program Analyst: Client Strategy & Growth

JP Morgan Chase; Fort Lauderdale (FL); On-site; USD 70,000 - 90,000; Full time

Job summary

JP Morgan Chase’s U.S. Private Bank seeks an Analyst Program Banker to join an integrated team, drive new client relationships, and support existing clients with tailored financial strategies.

As a Program Banker Analyst, you will work with bankers, investment specialists, and trust/estate experts, with potential advancement to Associate after the two-year program based on performance and business needs.

Qualifications

• Bachelor’s degree with GPA of at least 3.2.
• No more than two years of work experience after undergrad.
• Demonstrated aptitude for sales and client relationship management.

Responsibilities

• Help devise customized financial strategies for clients.
• Prepare pitch books and meeting materials.
• Collaborate with team to analyze balance sheets and investment objectives.
• Produce customized recommendations considering risk/return objectives.
• Conduct research and support product development and prospecting.
• Manage client inquiries and follow-up materials.
• Progress in role with increasing responsibility and direct client interaction.

Skills

Sales aptitude

Client relationship mgmt

Education

Bachelor’s degree GPA 3.2

Job description

JP Morgan Chase’s U.S. Private Bank seeks an Analyst Program Banker to join an integrated team, drive new client relationships, and support existing clients with tailored financial strategies.

As a Program Banker Analyst, you will work with bankers, investment specialists, and trust/estate experts, with potential advancement to Associate after the two-year program based on performance and business needs.