Private Bank Program Analyst - Path to Associate

Socket.dev; Pasadena (CA); On-site; USD 70,000 - 110,000; Full time

Benefits offered by this job

Health care coverage

Retirement savings plan

On-site health and wellness centers

Tuition reimbursement

Financial coaching

Job summary

JPMorgan Chase & Co. in Pasadena, CA is seeking exceptionally talented individuals for the U.S. Private Bank Analyst Program.

You will join an integrated team to bring in new clients and serve existing clients, with opportunity to advance to Associate after the program’s end. The two-year program covers credit, multi-asset investments, wealth advisory, and estate planning. Responsibilities include devising client strategies, preparing pitch materials, and collaborating across teams to tailor

Qualifications

• Bachelor’s degree with a minimum overall GPA of 3.2.
• No more than two years of work experience after undergrad.
• 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.
• Work directly with clients as you continue to progress in your role.

Skills

Sales aptitude

Client relationship mgmt

Strong communication

Financial markets interest

Analytical thinking

Education

Bachelor’s degree GPA 3.2

Job description

JPMorgan Chase & Co. in Pasadena, CA is seeking exceptionally talented individuals for the U.S. Private Bank Analyst Program.

You will join an integrated team to bring in new clients and serve existing clients, with opportunity to advance to Associate after the program’s end. The two-year program covers credit, multi-asset investments, wealth advisory, and estate planning. Responsibilities include devising client strategies, preparing pitch materials, and collaborating across teams to tailor