Private Banking Program Analyst: Build Client Strategies

JPMorgan Chase; San Antonio (TX); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

Health care coverage

On-site wellness centers

Retirement savings plan

Tuition reimbursement

Mental health support

Job summary

JPMorgan Chase's U.S. Private Bank seeks exceptionally talented individuals for a two-year Analyst Program designed to develop future associates.

You will work with bankers, investment specialists, and trust experts to acquire and service clients, with opportunities to advance based on performance and business needs. The role emphasizes tailored financial strategies, team collaboration, and growth into an Associate position.

Qualifications

• Bachelor's degree with a minimum GPA appropriate for admission (HTML indicates GPA 3.2).
• 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 investment objectives
• Become an expert in proprietary models to tailor solutions
• Conduct research and analysis; support product development and prospecting
• Research client inquiries and manage follow up communications with materials
• Progress to interact with senior management and clients

Skills

Sales & client relations

Presentation & communication

Financial markets interest

Education

Bachelor's degree

Job description

JPMorgan Chase's U.S. Private Bank seeks exceptionally talented individuals for a two-year Analyst Program designed to develop future associates.

You will work with bankers, investment specialists, and trust experts to acquire and service clients, with opportunities to advance based on performance and business needs. The role emphasizes tailored financial strategies, team collaboration, and growth into an Associate position.