Private Bank Program Analyst — Fast-Track to Associate

JPMorgan Chase & Co.; Philadelphia (Philadelphia County); On-site; USD 70,000 - 95,000; Full time

Job summary

JPMorgan Chase & Co. in Philadelphia is seeking a Program Banker Analyst for the U.S. Private Bank. You will join an integrated team to bring in new clients and serve existing ones, with exposure to credit, investments, wealth advisory and estate planning.

As a top-performing Analyst, you may transition to an Associate role after the two-year program. Strong academic credentials and client relationship skills are essential for success in this program-driven opportunity.

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

Client relationship management

Excellent communication skills

Education

Bachelor’s degree with GPA 3.2

No more than two years post‑undergrad work experience

Job description

JPMorgan Chase & Co. in Philadelphia is seeking a Program Banker Analyst for the U.S. Private Bank. You will join an integrated team to bring in new clients and serve existing ones, with exposure to credit, investments, wealth advisory and estate planning.

As a top-performing Analyst, you may transition to an Associate role after the two-year program. Strong academic credentials and client relationship skills are essential for success in this program-driven opportunity.