Private Bank Program Analyst: Path to Associate

JPMorgan Chase & Co.; United States; On-site; USD 60,000 - 90,000; Full time

Job summary

JPMorgan Chase & Co. in the United States is seeking a Program Banker Analyst to help drive new client acquisition and service existing clients in the U.S. Private Bank. You will work with bankers, investment specialists, and trust and estate experts to deliver customized financial solutions.

The two-year Analyst Program offers exposure to credit and lending, multi-asset investments, wealth advisory and estate planning, with the possibility of advancing 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
• Work directly with clients as you continue to progress in your role

Skills

Sales aptitude

Client relationship management

GPA 3.2 or higher

Education

Bachelor's degree

Job description

JPMorgan Chase & Co. in the United States is seeking a Program Banker Analyst to help drive new client acquisition and service existing clients in the U.S. Private Bank. You will work with bankers, investment specialists, and trust and estate experts to deliver customized financial solutions.

The two-year Analyst Program offers exposure to credit and lending, multi-asset investments, wealth advisory and estate planning, with the possibility of advancing to an Associate role based on performance.