Private Bank Program Analyst: Client Strategy & Growth

JPMorgan Chase & Co.; Phoenix (AZ); On-site; USD 65,000 - 95,000; Full time

Job summary

JPMorgan Chase & Co. in Phoenix is seeking a Program Banker Analyst within the U.S. Private Bank to join an integrated team providing tailored financial strategies and client service. You will work with bankers, investment specialists, and trust experts to grow client relationships and prepare customized recommendations.

The two-year Analyst Program offers exposure to credit, wealth advisory, and estate planning with potential advancement to an Associate role based on performance and firm needs.

Qualifications

• Bachelor’s degree with GPA ≥3.2.
• No more than two years post-undergraduate work experience.
• Demonstrated aptitude for sales and client relationships.

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.
• Provide tailored recommendations with risk/return considerations.
• Become an expert in proprietary models for tailored solutions.
• Conduct research and assist with product development and prospecting.
• Manage client inquiries and follow-up communication and materials.

Skills

Sales aptitude

Client relationships

Excellent communication

Presentation skills

Education

Bachelor’s degree with GPA 3.2

Job description

JPMorgan Chase & Co. in Phoenix is seeking a Program Banker Analyst within the U.S. Private Bank to join an integrated team providing tailored financial strategies and client service. You will work with bankers, investment specialists, and trust experts to grow client relationships and prepare customized recommendations.

The two-year Analyst Program offers exposure to credit, wealth advisory, and estate planning with potential advancement to an Associate role based on performance and firm needs.