Private Bank Program Analyst: Wealth Strategy & Client Growth

JPMorgan Chase; Palo Alto (CA); On-site; USD 100,000 - 110,000; Full time

Job summary

JPMorgan Chase in Palo Alto is seeking a Program Banker Analyst within the U.S. Private Bank.

You will work with a team of bankers and investment specialists to bring in new clients and serve existing ones, with the potential to become an Associate after the two-year Analyst Program. The role emphasizes customized financial strategies, collaboration across teams, and exposure to a range of wealth management services.

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 mgmt

Education

Bachelor's degree

GPA 3.2

Job description

JPMorgan Chase in Palo Alto is seeking a Program Banker Analyst within the U.S. Private Bank.

You will work with a team of bankers and investment specialists to bring in new clients and serve existing ones, with the potential to become an Associate after the two-year Analyst Program. The role emphasizes customized financial strategies, collaboration across teams, and exposure to a range of wealth management services.