Private Banking Program Analyst: Client Strategy

JPMorgan Chase & Co.; Grand Rapids (MI); On-site; USD 60,000 - 90,000; Full time

Job summary

JPMorgan Chase & Co. in Grand Rapids, MI seeks a Program Banker Analyst for the U.S. Private Bank to help design customized financial strategies for existing and prospective clients.

You will work with a cross-functional team to deliver tailored solutions and prepare materials for client meetings. The two-year Analyst Program provides exposure to credit and lending, multi-asset investments, wealth advisory, and estate planning, with opportunities to advance to an Associate role based on

Qualifications

• Bachelor's degree with a minimum 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 team members to analyze balance sheets and investment objectives to produce tailored recommendations.
• Become an expert in proprietary models to provide tailored solutions.
• Conduct research and analysis; assist product development and prospecting efforts.
• Research client inquiries and manage follow-up communications and materials.
• Progressively interact with senior management and clients with increasing responsibility.

Skills

Sales aptitude

Client relationship management

Communication skills

Analytical skills

Education

Bachelor's degree with GPA 3.2

Job description

JPMorgan Chase & Co. in Grand Rapids, MI seeks a Program Banker Analyst for the U.S. Private Bank to help design customized financial strategies for existing and prospective clients.

You will work with a cross-functional team to deliver tailored solutions and prepare materials for client meetings. The two-year Analyst Program provides exposure to credit and lending, multi-asset investments, wealth advisory, and estate planning, with opportunities to advance to an Associate role based on