Private Bank Program Analyst — Client Strategy & Growth

JPMorgan Chase & Co.; Greenwich (CT); On-site; USD 100,000 - 110,000; Full time

Job summary

JPMorgan Chase & Co. in Greenwich, CT, is seeking a Program Banker Analyst to join the U.S. Private Bank. The two-year Analyst Program offers exposure to credit and lending, multi-asset investments, wealth advisory, and estate planning, with a path to an Associate role based on performance.

You will work with bankers, investment specialists, and trust experts to bring in new clients and serve existing ones, building skills for a high-impact career in private banking.

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

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 client’s 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 relationship management

Education

Bachelor's degree

Job description

JPMorgan Chase & Co. in Greenwich, CT, is seeking a Program Banker Analyst to join the U.S. Private Bank. The two-year Analyst Program offers exposure to credit and lending, multi-asset investments, wealth advisory, and estate planning, with a path to an Associate role based on performance.

You will work with bankers, investment specialists, and trust experts to bring in new clients and serve existing ones, building skills for a high-impact career in private banking.