Private Bank Program Analyst — Client Strategy & Growth

JPMorganChase; Phoenix (AZ); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Health care

On-site wellness centers

Retirement savings plan

Tuition reimbursement

Mental health support

Financial coaching

Job summary

JPMorganChase is seeking highly motivated individuals for the Analyst Program in the U.S. Private Bank. You will work with bankers, investment specialists, and trust teams to bring in new clients and serve existing ones.

Top performers may progress to the Associate role at program end, with exposure to credit, multi-asset investments, wealth advisory, and estate planning. The two-year program emphasizes developing a broad skill set across private banking, including opportunities to advance based

Qualifications

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

Responsibilities

• Help devise customized financial strategies for existing and prospective clients.
• Prepare pitch books and meeting materials.
• Collaborate with team members to analyze balance sheets and investment objectives.
• Become proficient in proprietary models to tailor solutions.
• Conduct research and assist with product development and prospecting.

Skills

Sales aptitude & client relationships

Education

Bachelor's degree; GPA 3.2

Job description

JPMorganChase is seeking highly motivated individuals for the Analyst Program in the U.S. Private Bank. You will work with bankers, investment specialists, and trust teams to bring in new clients and serve existing ones.

Top performers may progress to the Associate role at program end, with exposure to credit, multi-asset investments, wealth advisory, and estate planning. The two-year program emphasizes developing a broad skill set across private banking, including opportunities to advance based