Private Banking Program Analyst — Client Growth & Strategy

JPMorganChase

Houston (TX)

On-site

USD 70,000 - 100,000

Full time

26 hours ago

Be an early applicant

Get more replies from employers

Send a job-specific resume in minutes.

Job summary

JPMorganChase is seeking exceptionally talented individuals for a Program Banker Analyst in the U.S. Private Bank. You will partner with bankers, investment specialists, and trust and estate experts to bring in new clients and serve existing ones.

The two-year program offers progression to Associate based on performance and business needs. You will work on a cross-functional team to develop customized strategies, prepare materials, and analyze client balance sheets to meet objectives.

Qualifications

Bachelor's degree with a minimum overall GPA of 3.2.
No more than two years of work experience following completion of 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 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.