Private Bank Program Analyst: Strategy & Client Growth

JPMorgan Chase & Co.; Phoenix (AZ); On-site; USD 60,000 - 80,000; Full time

Job summary

JPMorgan Chase & Co. in Phoenix, AZ seeks a Program Banker Analyst to join a collaborative team within the U.S. Private Bank.

You will work with bankers, investment specialists, and trust and estate experts to bring in new clients and serve existing ones during a two-year Analyst Program that can lead to an Associate role. The program exposes you to credit and lending, multi-asset investments, wealth advisory, and estate planning, with opportunities to advance based on performance and business

Qualifications

• Bachelor's degree and GPA threshold as listed in the qualifications.
• Experience in sales or client relationship management is preferred.
• Interest in financial markets and macro trends is advantageous.

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

Multi-tasking

Communication skills

Education

Bachelor's degree, GPA 3.2+

Job description

JPMorgan Chase & Co. in Phoenix, AZ seeks a Program Banker Analyst to join a collaborative team within the U.S. Private Bank.

You will work with bankers, investment specialists, and trust and estate experts to bring in new clients and serve existing ones during a two-year Analyst Program that can lead to an Associate role. The program exposes you to credit and lending, multi-asset investments, wealth advisory, and estate planning, with opportunities to advance based on performance and business