Private Bank Program Analyst: Client Strategy & Growth

JPMorganChase; Pasadena (CA); Hybrid; USD 65,000 - 95,000; Full time

Benefits offered by this job

Competitive total rewards package

Health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Job summary

JPMorgan Chase & Co. in Pasadena, CA, is seeking a Program Banker Analyst for the U.S. Private Bank. You’ll join an integrated team to win new clients and service existing ones. The two-year Analyst Program offers exposure to credit, investments, wealth advisory, and estate planning, with potential progression to Associate based on performance.

You will work with bankers, investment specialists, and trust experts to deliver tailored financial solutions across multiple product areas.

Qualifications

• Bachelor's degree with a minimum overall GPA of 3.2.
• No more than two years of work experience after undergrad.
• Aptitude for sales and client relationship management.

Responsibilities

• Devise customized financial strategies for clients.
• Prepare pitch books and meeting materials.
• Collaborate with team to analyze balance sheets and client objectives.
• Learn proprietary models to tailor solutions.
• Conduct research and assist product development and prospecting.
• Respond to client inquiries and manage follow-up materials.

Skills

Sales aptitude

Client relationship mgmt

Communication skills

Presentations

Education

Bachelor's degree with GPA 3.2

Job description

JPMorgan Chase & Co. in Pasadena, CA, is seeking a Program Banker Analyst for the U.S. Private Bank. You’ll join an integrated team to win new clients and service existing ones. The two-year Analyst Program offers exposure to credit, investments, wealth advisory, and estate planning, with potential progression to Associate based on performance.

You will work with bankers, investment specialists, and trust experts to deliver tailored financial solutions across multiple product areas.