Private Bank Program Analyst: Wealth Strategy & Growth

Socket.dev; Fort Lauderdale (FL); On-site; USD 70,000 - 90,000; Full time

Job summary

JPMorgan Chase & Co. in the United States is seeking a Program Banker Analyst within the U.S. Private Bank to join an integrated team of bankers, investment specialists, and trust experts.

The program offers a path to Associate with promotion based on performance and two-year exposure to multiple business areas including credit, investments, and estate planning. You will build customized financial strategies, prepare materials, and develop skills in proprietary models while advancing toward

Qualifications

• Bachelor’s degree with a minimum overall GPA of 3.2.
• No more than two years of work experience following 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 investment objectives.
• Become an expert in proprietary models to provide tailored recommendations.
• Conduct research and analysis; assist with product development and prospecting.
• Research client inquiries and manage follow-up communications.
• Interact frequently with senior management and clients as you progress.

Skills

Sales aptitude

Client relationship mgmt

Communication skills

Education

Bachelor's degree

Job description

JPMorgan Chase & Co. in the United States is seeking a Program Banker Analyst within the U.S. Private Bank to join an integrated team of bankers, investment specialists, and trust experts.

The program offers a path to Associate with promotion based on performance and two-year exposure to multiple business areas including credit, investments, and estate planning. You will build customized financial strategies, prepare materials, and develop skills in proprietary models while advancing toward