Private Bank Program Analyst - Client Strategy & Growth

Fairygodboss; Milwaukee (WI); On-site; USD 65,000 - 90,000; Full time

Job summary

JPMorgan Chase & Co. seeks a Program Banker Analyst for its U.S. Private Bank. You will join a cross-functional team to attract new clients and service existing ones, with a path to Associate after the program. The two-year Analyst Program exposes you to credit, investments, wealth advisory, and estate planning.

The role emphasizes collaboration with bankers, investment specialists, and trust teams, offering growth and visibility across markets.

Qualifications

• Bachelor's degree with GPA requirement (minimum 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 existing and prospective clients
• Prepare pitch books and meeting materials
• Collaborate with integrated team members to analyze balance sheets and investment objectives
• Become an expert in proprietary models to tailor solutions
• Conduct research and analysis; assist with product development and prospecting
• Research client inquiries and manage follow up communication and materials
• Interact with senior management and clients as you progress

Skills

Sales aptitude

Client relationships

GPA 3.2+

Education

Bachelor's degree

Job description

JPMorgan Chase & Co. seeks a Program Banker Analyst for its U.S. Private Bank. You will join a cross-functional team to attract new clients and service existing ones, with a path to Associate after the program. The two-year Analyst Program exposes you to credit, investments, wealth advisory, and estate planning.

The role emphasizes collaboration with bankers, investment specialists, and trust teams, offering growth and visibility across markets.