Private Bank Program Banker Analyst

Next Frontier Capital; Jacksonville (FL); On-site; USD 65,000 - 100,000; Full time

Benefits offered by this job

Total rewards package

Job summary

JPMorgan Chase & Co. in the U.S. Private Bank is seeking exceptional Analyst candidates for a two-year program designed to develop future Associate level professionals.

You’ll work with bankers, investment specialists, and trust experts to acquire new clients and service existing ones. As a top performer, you may transition to the next phase at the firm, with opportunities across credit, investments, wealth advisory, and estate planning.

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 management

Multi-tasking

Communication skills

Education

Bachelor's degree

Job description

JPMorgan Chase & Co. in the U.S. Private Bank is seeking exceptional Analyst candidates for a two-year program designed to develop future Associate level professionals.

You’ll work with bankers, investment specialists, and trust experts to acquire new clients and service existing ones. As a top performer, you may transition to the next phase at the firm, with opportunities across credit, investments, wealth advisory, and estate planning.