Private Bank Program Analyst – Client Strategy & Wealth Growth

Testing Site - JPMC; Summit (NJ); On-site; USD 88,000 - 119,000; Full time

Job summary

JPMorgan Chase & Co. in Summit, NJ invites a Program Banker Analyst to join the U.S. Private Bank.

You will collaborate with bankers, investment specialists, and trust professionals to bring in new clients and serve existing ones. The two-year Analyst Program provides exposure to credit, multi-asset investments, wealth advisory, and estate planning, with potential progression to Associate. Qualified candidates bring a Bachelor’s degree with GPA 3.2 and up to two years of work experience, plus

Qualifications

• Bachelor’s degree with minimum GPA 3.2.
• 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 team to analyze balance sheets and client objectives to tailor recommendations.
• Become expert in proprietary models to provide tailored solutions.
• Conduct research and assist with product development and prospecting efforts.
• Manage client inquiries and follow-up communications.
• Progress to significant responsibilities with interactions with senior management and clients.

Skills

sales skills

client relationship management

communications

presentations

multi-tasking

Education

Bachelor’s degree GPA 3.2

Job description

JPMorgan Chase & Co. in Summit, NJ invites a Program Banker Analyst to join the U.S. Private Bank.

You will collaborate with bankers, investment specialists, and trust professionals to bring in new clients and serve existing ones. The two-year Analyst Program provides exposure to credit, multi-asset investments, wealth advisory, and estate planning, with potential progression to Associate. Qualified candidates bring a Bachelor’s degree with GPA 3.2 and up to two years of work experience, plus