Private Bank Program Analyst: Client Strategy & Growth

JPMorganChase; Winnetka (IL); On-site; USD 85,000 - 110,000; Full time

Job summary

JPMorganChase in the United States Private Bank invites exceptional individuals to join as a Program Banker Analyst, working with bankers, investment specialists, and trust and estate experts to bring in new clients and serve existing ones. The two-year program leads to an Associate role based on performance.

You will gain exposure to credit and lending, multi-asset investments, wealth advisory and estate planning, with opportunities to progress and contribute to client outcomes.

Qualifications

• Bachelor's degree with a minimum overall GPA of 3.2.
• No more than two years of work experience after 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 & client relationship management

Excellent communication skills

Interest in financial markets

Quantitative and qualitative analysis

Education

Bachelor's degree (GPA 3.2)

Job description

JPMorganChase in the United States Private Bank invites exceptional individuals to join as a Program Banker Analyst, working with bankers, investment specialists, and trust and estate experts to bring in new clients and serve existing ones. The two-year program leads to an Associate role based on performance.

You will gain exposure to credit and lending, multi-asset investments, wealth advisory and estate planning, with opportunities to progress and contribute to client outcomes.