Private Bank Program Analyst: Client Strategy & Growth

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

Job summary

JPMorgan Chase & Co. in Phoenix seeks a Program Banker Analyst within the U.S. Private Bank to join a collaborative team focused on delivering first-class client experiences.

You will work with bankers, investment specialists, and estate experts to bring in new clients and serve existing ones. The two-year program offers exposure to credit, wealth management and estate planning, with progression opportunities.

Qualifications

• Bachelor’s degree with GPA 3.2 or higher.
• No more than two years of work experience after undergrad.
• 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 to analyze balance sheets and investment objectives.
• Become expert in proprietary models to provide tailored recommendations.
• Conduct research and analysis; assist with product development and prospecting efforts.
• Research client inquiries and manage follow up communication and materials.
• Progress to assume greater responsibility by interacting with senior management and clients.

Skills

Sales & relationships

Communication

Multi-tasking

Financial markets interest

Analytical mindset

Education

Bachelor's degree, GPA 3.2+

Job description

JPMorgan Chase & Co. in Phoenix seeks a Program Banker Analyst within the U.S. Private Bank to join a collaborative team focused on delivering first-class client experiences.

You will work with bankers, investment specialists, and estate experts to bring in new clients and serve existing ones. The two-year program offers exposure to credit, wealth management and estate planning, with progression opportunities.