Private Bank Program Analyst: Client Strategy & Wealth

JPMorgan Chase; Winnetka (IL); On-site; USD 70,000 - 90,000; Full time

Job summary

JPMorgan Chase in Winnetka, IL seeks exceptionally talented individuals for a two-year Analyst Program in U.S. Private Bank. You will work with bankers, investment specialists, and trust and estate experts to bring in new clients and serve existing ones.

Top performers may transition to an Associate role at program end, with promotions based on performance. As an Analyst, you’ll build customized financial strategies, prepare materials, and interact with senior management as you gain exposure to

Qualifications

• Bachelor’s degree with GPA 3.2 or higher.
• No more than two years of work experience following undergrad.
• Demonstrated aptitude for sales and client relationships.

Responsibilities

• Help devise customized financial strategies for clients.
• Prepare pitch books and meeting materials.
• Collaborate with team to analyze balance sheets and investment objectives.
• Learn proprietary models to tailor solutions for clients.
• Conduct research and assist with product development and prospecting.
• Research client inquiries and manage follow-up communications.

Skills

Sales aptitude

Client relationship management

Multi-tasking

Communication skills

Presentation skills

Financial markets understanding

Analytical thinking

Education

Bachelor’s degree, GPA 3.2

Job description

JPMorgan Chase in Winnetka, IL seeks exceptionally talented individuals for a two-year Analyst Program in U.S. Private Bank. You will work with bankers, investment specialists, and trust and estate experts to bring in new clients and serve existing ones.

Top performers may transition to an Associate role at program end, with promotions based on performance. As an Analyst, you’ll build customized financial strategies, prepare materials, and interact with senior management as you gain exposure to