Private Bank Program Analyst: Client Strategy & Growth

Socket.dev; Miami (FL); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Health care coverage

Retirement plan

Tuition reimbursement

Mental health support

Job summary

JPMorgan Chase & Co. in Miami seeks a Program Banker Analyst for the International Private Bank. You will join a team to attract new clients and service existing ones, with exposure to credit, multi-asset investments, wealth advisory and estate planning.

The two-year program offers potential advancement to Associate based on performance and business needs. You will collaborate with bankers, investment specialists and trust experts to craft tailored financial solutions and present materials,

Qualifications

• Bachelor’s degree with a minimum overall GPA of 3.2
• Fluent in English and Spanish
• 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 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

Fluent in English & Spanish

Education

Bachelor’s degree

Job description

JPMorgan Chase & Co. in Miami seeks a Program Banker Analyst for the International Private Bank. You will join a team to attract new clients and service existing ones, with exposure to credit, multi-asset investments, wealth advisory and estate planning.

The two-year program offers potential advancement to Associate based on performance and business needs. You will collaborate with bankers, investment specialists and trust experts to craft tailored financial solutions and present materials,