Private Banking Analyst — Client Strategy & Growth

Testing Site - JPMC; Austin (TX); On-site; USD 85,000 - 100,000; Full time

Job summary

J.P. Morgan's U.S. Private Bank is seeking exceptionally talented individuals who are collaborative, confident, and motivated to provide first-class client experiences.

As a Program Banker Analyst, you will join an integrated team to bring in new clients and service existing ones, with a path to become an Associate after the program. You'll work with bankers, investment specialists, and trust experts to develop customized strategies and materials, while gaining exposure to multiple business

Qualifications

• Bachelor’s degree with a minimum overall GPA of 3.2.

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
• Work directly with clients as you continue to progress in your role

Skills

Sales aptitude

Client relationship management

Communication skills

Financial markets interest

Analytical thinking

Education

Bachelor’s degree

Job description

J.P. Morgan's U.S. Private Bank is seeking exceptionally talented individuals who are collaborative, confident, and motivated to provide first-class client experiences.

As a Program Banker Analyst, you will join an integrated team to bring in new clients and service existing ones, with a path to become an Associate after the program. You'll work with bankers, investment specialists, and trust experts to develop customized strategies and materials, while gaining exposure to multiple business