Private Bank Program Analyst: Client Strategy & Growth

JPMorgan Chase & Co.; Philadelphia (Philadelphia County); On-site; USD 75,000 - 95,000; Full time

Job summary

JPMorgan Chase & Co. in Philadelphia is seeking a Program Banker Analyst within the U.S. Private Bank. You will join an integrated team to bring in new clients and serve existing clients, with a path to become an Associate after the two-year program. Training spans credit, investments, wealth advisory, and estate planning.

The role emphasizes collaboration with bankers, investment specialists, and trust professionals to deliver customized financial solutions and strategic client service.

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 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 relationship management

Excellent communication skills

Presentation skills

Interest in financial markets

Analytical reasoning

Education

Bachelor’s degree GPA 3.2

Limited work experience ≤2 years

Job description

JPMorgan Chase & Co. in Philadelphia is seeking a Program Banker Analyst within the U.S. Private Bank. You will join an integrated team to bring in new clients and serve existing clients, with a path to become an Associate after the two-year program. Training spans credit, investments, wealth advisory, and estate planning.

The role emphasizes collaboration with bankers, investment specialists, and trust professionals to deliver customized financial solutions and strategic client service.