Private Bank Program Analyst: Elevate Client Experience

JPMorgan Chase & Co.; Miami (FL); On-site; USD 80,000 - 110,000; Full time

Job summary

JPMorgan Chase & Co. in the U.S. Private Bank is seeking a Program Banker Analyst to join an integrated team and help win new clients while serving existing ones. You will develop financial strategies, prepare materials, and collaborate with bankers, investment specialists, and trust experts.

This two-year program offers advancement to Associate based on performance, exposure to credit, investments, wealth advisory, estate planning, and cross-functional growth opportunities.

Qualifications

• Bachelor’s degree with GPA 3.2 minimum.
• 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 members to analyze balance sheets and client objectives.
• Become an expert in proprietary models to provide tailored solutions.
• Conduct research and analysis; assist with product development and prospecting.
• Research client inquiries and manage follow up communications.
• Progress to greater responsibility by interacting with senior management and clients.

Skills

Sales aptitude

Client relations

Communication skills

Presentation skills

Multi-tasking

Organizational skills

Financial markets interest

Education

Bachelor’s degree

Job description

JPMorgan Chase & Co. in the U.S. Private Bank is seeking a Program Banker Analyst to join an integrated team and help win new clients while serving existing ones. You will develop financial strategies, prepare materials, and collaborate with bankers, investment specialists, and trust experts.

This two-year program offers advancement to Associate based on performance, exposure to credit, investments, wealth advisory, estate planning, and cross-functional growth opportunities.