Private Bank Program Analyst: Client Strategy & Growth

JPMorgan Chase & Co.; Phoenix (AZ); On-site; USD 70,000 - 90,000; Full time

Job summary

JPMorganChase in Phoenix seeks a Program Banker Analyst within the U.S. Private Bank to join an integrated team delivering tailored financial strategies and client solutions.

You will work with bankers, investment specialists, and estate experts to attract and service clients, with potential advancement to the Associate role after the two-year program. The role emphasizes collaboration, client engagement, and exposure to multiple wealth-management areas, including credit, investments, and estate

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

Education

Bachelor's degree

Job description

JPMorganChase in Phoenix seeks a Program Banker Analyst within the U.S. Private Bank to join an integrated team delivering tailored financial strategies and client solutions.

You will work with bankers, investment specialists, and estate experts to attract and service clients, with potential advancement to the Associate role after the two-year program. The role emphasizes collaboration, client engagement, and exposure to multiple wealth-management areas, including credit, investments, and estate