Private Banking Program Analyst - Client Solutions & Growth

JPMorgan Chase & Co.; Tulsa (OK); On-site; USD 70,000 - 90,000; Full time

Job summary

JPMorgan Chase & Co. in the United States Private Bank seeks high-potential Analysts for a two-year program. You will work with bankers, investment specialists, capital advisors, and estate experts to bring in new clients and to serve existing clients.

As a Program Banker Analyst, you will help devise strategies, prepare materials, analyze balance sheets, and collaborate with a cross-functional team to tailor solutions and drive client outcomes. Promotions depend on performance.

Qualifications

• Bachelor’s degree with a minimum overall GPA of 3.2.
• No more than two years of work experience after undergrad.
• 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 the team to analyze balance sheets and client investment objectives.
• Develop tailored recommendations considering risk/return objectives.
• Research client inquiries and assist with follow-up communications.

Skills

Sales aptitude

Client relationship management

Excellent communication

Presentation skills

Interest in financial markets

Education

Bachelor's degree

GPA 3.2 minimum

Job description

JPMorgan Chase & Co. in the United States Private Bank seeks high-potential Analysts for a two-year program. You will work with bankers, investment specialists, capital advisors, and estate experts to bring in new clients and to serve existing clients.

As a Program Banker Analyst, you will help devise strategies, prepare materials, analyze balance sheets, and collaborate with a cross-functional team to tailor solutions and drive client outcomes. Promotions depend on performance.