Private Bank Wealth Management Analyst Program

JPMorgan Chase & Co.

Miami (FL)

On-site

USD 65,000 - 90,000

Full time

3 days ago

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Job summary

JPMorgan Chase & Co. in Miami invites high-potential graduates to join the International Private Bank as a Program Banker Analyst.

This two-year program integrates you with bankers, investment specialists, and trust experts to develop tailored strategies for clients and to learn the full spectrum of private banking. As an Analyst, you will help prepare client materials, analyze balance sheets, and present solutions under senior supervision, with the potential to advance to an Associate role

Qualifications

Bachelor’s degree with a minimum GPA of 3.2.
Fluent in Spanish and English.
No more than two years of work experience after undergrad.
Demonstrated aptitude for sales and client relationships.
Licenses: Series 7, Series 66, SIE.

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.