Private Bank Program Analyst: Client Strategy & Growth

Testing Site - JPMC; Summit (NJ); On-site; USD 75,000 - 95,000; Full time

Job summary

J.P. Morgan’s U.S.

Private Bank in Summit, NJ is seeking a Program Banker Analyst to join an integrated team that brings in new clients and serves existing clients while building essential foundations across credit, multi-asset investments, wealth advisory, and estate planning. As a top-performing Analyst, you will gain exposure to multiple areas and collaborate with bankers, investment specialists, and trust experts, with a clear path to an Associate role after two years based on performance.

Qualifications

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

Responsibilities

• Help devise customized financial strategies for clients.
• Prepare pitch books and meeting materials.
• Collaborate with team to analyze balance sheets and investment objectives.
• Become an expert in proprietary models to tailor solutions.
• Conduct research and assist with product development and prospecting.
• Research client inquiries and manage follow-up communications.
• Work directly with clients as you progress in the role.

Skills

Sales aptitude

Client relationship management

Communication skills

Education

Bachelor’s degree, GPA 3.2

Job description

J.P. Morgan’s U.S.

Private Bank in Summit, NJ is seeking a Program Banker Analyst to join an integrated team that brings in new clients and serves existing clients while building essential foundations across credit, multi-asset investments, wealth advisory, and estate planning. As a top-performing Analyst, you will gain exposure to multiple areas and collaborate with bankers, investment specialists, and trust experts, with a clear path to an Associate role after two years based on performance.