Private Banking Program Analyst - Client Strategy

JPMorgan Chase & Co.; Birmingham (MI); Presencial; USD 60 000 - 90 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Comprehensive health care coverage

On-site health and wellness centers

Retirement savings plan

Backup childcare

Tuition reimbursement

Mental health support

Financial coaching

Resumo da oferta

JPMorgan Chase & Co. in Birmingham, MI is seeking a Program Banker Analyst for the U.S. Private Bank. You will join an integrated team to bring in new clients and serve existing ones, with potential progression to Associate after the two-year program.

The role emphasizes collaboration with bankers, investment specialists, and estate professionals to deliver tailored financial strategies and client-focused solutions within a high-growth private banking environment.

Qualificações

• Demonstrated aptitude for sales and client relationship management.
• Strong financial and quantitative skills with ability to analyze balance sheets.

Responsabilidades

• 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.

Conhecimentos

Sales aptitude

Relationship mgmt

Financial analysis

Formação académica

Bachelor’s degree

Descrição da oferta de emprego

JPMorgan Chase & Co. in Birmingham, MI is seeking a Program Banker Analyst for the U.S. Private Bank. You will join an integrated team to bring in new clients and serve existing ones, with potential progression to Associate after the two-year program.

The role emphasizes collaboration with bankers, investment specialists, and estate professionals to deliver tailored financial strategies and client-focused solutions within a high-growth private banking environment.