Private Banking Program Analyst: Client Solutions & Growth

JPMorgan Chase; Phoenix (AZ); On-site; USD 100,000 - 110,000; Full time

Benefits offered by this job

Comprehensive health care coverage

On-site health and wellness centers

A retirement savings plan

Backup childcare

Tuition reimbursement

Mental health support

Financial coaching

And more

Job summary

JPMorgan Chase in Phoenix, AZ is seeking a Program Banker Analyst in the U.S. Private Bank to join an integrated team of bankers, investment specialists, and trust experts, focused on bringing in new clients and serving existing ones.

The two-year program offers exposure across credit, multi-asset investments, wealth advisory, and estate planning, with opportunities to advance to Associate based on performance.

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.
• As you progress in your role, you will assume significant responsibility by interacting frequently with senior management and working directly with clients.

Skills

Sales & client relationships

Financial product knowledge

Communication skills

Education

Bachelor's degree with GPA 3.2

Job description

JPMorgan Chase in Phoenix, AZ is seeking a Program Banker Analyst in the U.S. Private Bank to join an integrated team of bankers, investment specialists, and trust experts, focused on bringing in new clients and serving existing ones.

The two-year program offers exposure across credit, multi-asset investments, wealth advisory, and estate planning, with opportunities to advance to Associate based on performance.