Private Bank Program Analyst: Fast-Track to Associate

Aumni; Miami (FL); Presencial; USD 80.000 - 100.000; Jornada completa

Descripción de la vacante

JPMorgan Chase & Co. in the United States is seeking a highly motivated Analyst for the two-year Private Bank program.

You will work with bankers, investment specialists, and estate experts to grow new relationships and serve existing clients, with potential promotion to Associate after the program. You’ll develop customized financial strategies, prepare materials, analyze balance sheets, and learn proprietary models to tailor solutions for clients across credit, investments, wealth advisory,

Formación

• 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.

Responsabilidades

• 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.

Conocimientos

Sales aptitude

Client relationship management

Communication skills

Educación

Bachelor’s degree with GPA 3.2

Descripción del empleo

JPMorgan Chase & Co. in the United States is seeking a highly motivated Analyst for the two-year Private Bank program.

You will work with bankers, investment specialists, and estate experts to grow new relationships and serve existing clients, with potential promotion to Associate after the program. You’ll develop customized financial strategies, prepare materials, analyze balance sheets, and learn proprietary models to tailor solutions for clients across credit, investments, wealth advisory,