Private Bank Program Analyst: Fast-Track to Associate

JPMorganChase; Fort Lauderdale (FL); On-site; USD 55,000 - 75,000; Full time

Job summary

JPMorganChase in Florida is seeking a Program Banker Analyst to join a team serving U.S. Private Bank clients. You will work with bankers, investment specialists, and trust experts to attract new clients and serve existing ones.

The two-year Analyst Program offers exposure across credit, multi-asset investments, wealth advisory, and estate planning, with potential progression to an Associate role based on performance.

Qualifications

• Bachelor's degree with a minimum overall GPA of 3.2.
• No more than two years of work experience following completion of 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 aptitude

Education

Bachelor's degree GPA 3.2

Job description

JPMorganChase in Florida is seeking a Program Banker Analyst to join a team serving U.S. Private Bank clients. You will work with bankers, investment specialists, and trust experts to attract new clients and serve existing ones.

The two-year Analyst Program offers exposure across credit, multi-asset investments, wealth advisory, and estate planning, with potential progression to an Associate role based on performance.