Private Bank Program Analyst: Client Strategy & Growth

Fairygodboss; Philadelphia (Philadelphia County); On-site; USD 75,000 - 110,000; Full time

Job summary

JPMorgan Chase & Co. is seeking talented individuals for its U.S. Private Bank Analyst Program. You will work with bankers, investment specialists, and trust experts to attract new clients and serve existing ones. Top performers may advance to an Associate role after two years.

You will develop customized financial strategies, prepare materials, and collaborate across teams to deliver tailored investment recommendations. Strong communication and relationship skills are essential.

Qualifications

• Bachelor's degree required, GPA 3.2 or higher.
• Demonstrated aptitude for sales and client relationship management.
• No more than two years of work experience after undergraduate program.

Responsibilities

• Help devise customized financial strategies for existing and prospective clients.
• Prepare pitch books and meeting materials.
• Collaborate with team to analyze balance sheets and investment objectives to tailor recommendations.
• Become an expert in proprietary models for tailored solutions.

Skills

Sales aptitude

Client relationship management

Education

Bachelor's degree

Job description

JPMorgan Chase & Co. is seeking talented individuals for its U.S. Private Bank Analyst Program. You will work with bankers, investment specialists, and trust experts to attract new clients and serve existing ones. Top performers may advance to an Associate role after two years.

You will develop customized financial strategies, prepare materials, and collaborate across teams to deliver tailored investment recommendations. Strong communication and relationship skills are essential.