Private Banking Analyst: Client Strategy & Wealth Solutions

JPMorgan Chase; Wisconsin; On-site; USD 60,000 - 85,000; Full time

Job summary

JPMorgan Chase in Wisconsin is seeking a Program Banker Analyst for U.S. Private Bank to join an integrated team and develop new client relationships while serving existing clients.

You will collaborate with bankers, investment specialists, and trust experts to deliver tailored financial solutions over a two-year program. As a top performer, you can advance to Associate, with promotional opportunities based on performance.

Qualifications

• Bachelor's degree with GPA of 3.2 or higher.
• Up to two years of work experience after undergrad.
• Aptitude for sales and managing client relationships.

Responsibilities

• Devise customized financial strategies for existing and prospective clients.
• Prepare pitch books and meeting materials.
• Collaborate with the team to analyze balance sheets and client objectives for tailored recommendations.
• Become proficient in proprietary models to support recommendations.
• Engage in research and follow-up communications with clients.

Skills

Sales aptitude

Client relationship

Communication

Multi-tasking

Team collaboration

Education

Bachelor's degree GPA 3.2

Job description

JPMorgan Chase in Wisconsin is seeking a Program Banker Analyst for U.S. Private Bank to join an integrated team and develop new client relationships while serving existing clients.

You will collaborate with bankers, investment specialists, and trust experts to deliver tailored financial solutions over a two-year program. As a top performer, you can advance to Associate, with promotional opportunities based on performance.