Private Banking Analyst: Client Strategy & Growth

Next Frontier Capital; Colorado; On-site; USD 75,000 - 105,000; Full time

Benefits offered by this job

Health care coverage

On-site wellness centers

Retirement savings plan

Backup childcare

Tuition reimbursement

Mental health support

Financial coaching

Job summary

JPMorgan Chase & Co. in the United States is seeking a high-potential Program Banker Analyst for the U.S. Private Bank. You will join an integrated team to attract new clients and serve current ones, with the potential to transition to an Associate role after two years based on performance.

The program exposes you to credit, multi-asset investments, wealth advisory, and estate planning while emphasizing rigorous analytics, client service, and leadership development in a fast-paced environment.

Qualifications

• Demonstrated aptitude for sales and client relationship management.
• Superior multi-tasking and organizational skills.
• Excellent communication skills and poise giving presentations.
• Genuine interest in financial markets and macro-level economic trends.
• Ability to leverage both quantitative and qualitative resources to understand complex financial situations.

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

Communication skills

Presentation skills

Financial markets interest

Quantitative & qualitative analysis

Education

Bachelor’s degree

Job description

JPMorgan Chase & Co. in the United States is seeking a high-potential Program Banker Analyst for the U.S. Private Bank. You will join an integrated team to attract new clients and serve current ones, with the potential to transition to an Associate role after two years based on performance.

The program exposes you to credit, multi-asset investments, wealth advisory, and estate planning while emphasizing rigorous analytics, client service, and leadership development in a fast-paced environment.