Private Bank Program Analyst — Client Strategy & Growth

Fairygodboss; Grand Rapids (MI); On-site; USD 65,000 - 90,000; Full time

Job summary

JPMorgan Chase & Co. in the United States offers a two-year Analyst Program within the U.S. Private Bank to develop financial strategy skills.

You will work with bankers, investment specialists, and trust and estate experts to bring in new clients and serve existing ones, with potential progression to Associate based on performance. The program exposes you to credit and lending, multi-asset investments, wealth advisory, and estate planning while collaborating with a diverse team across markets

Qualifications

• Bachelor's degree with a minimum GPA of 3.2.
• No more than two years of work experience following undergraduate program.
• Demonstrated aptitude for sales and client relationship management.

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 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

Skills

Sales aptitude

Client relationships

Education

Bachelor's degree, 3.2 GPA

Job description

JPMorgan Chase & Co. in the United States offers a two-year Analyst Program within the U.S. Private Bank to develop financial strategy skills.

You will work with bankers, investment specialists, and trust and estate experts to bring in new clients and serve existing ones, with potential progression to Associate based on performance. The program exposes you to credit and lending, multi-asset investments, wealth advisory, and estate planning while collaborating with a diverse team across markets