Private Banking Analyst Program - Launch Your Wealth Career

JPMorgan Chase & Co.; Oklahoma; On-site; USD 65,000 - 75,000; Full time

Job summary

JPMorgan Chase & Co. in the United States seeks a Program Banker Analyst for the U.S. Private Bank.

You will work with bankers, investment specialists, and trust experts to bring in new clients and serve existing ones, with opportunities to advance to Associate after the program. As a top performing Analyst, you will help devise financial strategies, prepare materials, and analyze balance sheets to tailor client solutions.

Qualifications

• Bachelor's degree with a GPA of 3.2 or higher.
• No more than two years of work experience after undergrad.
• Aptitude for sales and building client relationships.

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

Presentation skills

Education

Bachelor's degree

Job description

JPMorgan Chase & Co. in the United States seeks a Program Banker Analyst for the U.S. Private Bank.

You will work with bankers, investment specialists, and trust experts to bring in new clients and serve existing ones, with opportunities to advance to Associate after the program. As a top performing Analyst, you will help devise financial strategies, prepare materials, and analyze balance sheets to tailor client solutions.