Private Banking Analyst: Client Strategy & Wealth Advisory

Next Frontier Capital; Denver (CO); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Base salary + bonus potential

Health care

Retirement plan

Career progression

Job summary

JPMorgan Chase & Co. in the U.S. Private Bank offers a two-year Analyst Program designed to develop future associates through hands-on experience with bankers, investment specialists, and trust experts.

You will work on integrated teams to bring in new clients and serve existing ones, with exposure to several areas including credit, multi-asset investments, wealth advisory, and estate planning. High performance can lead to an Associate promotion.

Qualifications

• Bachelor’s degree with a minimum 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 understand a client’s investment objectives to produce customized recommendations
• 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

Excellent communication

Presentation skills

Education

Bachelor’s degree GPA 3.2

Job description

JPMorgan Chase & Co. in the U.S. Private Bank offers a two-year Analyst Program designed to develop future associates through hands-on experience with bankers, investment specialists, and trust experts.

You will work on integrated teams to bring in new clients and serve existing ones, with exposure to several areas including credit, multi-asset investments, wealth advisory, and estate planning. High performance can lead to an Associate promotion.