Private Banking Program Analyst: Client Strategy & Growth

JPMorgan Chase & Co.; Birmingham (MI); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Health benefits

On-site health centers

Retirement plan

Backup childcare

Tuition reimbursement

Mental health support

Financial coaching

Job summary

JPMorgan Chase & Co. in Birmingham, MI is seeking a Program Banker Analyst within U.S. Private Bank to join an integrated team and help grow new and existing client relationships.

You will work with bankers, investment specialists, and trust professionals to deliver tailored financial solutions. As a top performing Analyst, you will have the opportunity to progress toward an Associate role after the two-year program, with exposure to credit, multi-asset investments, wealth advisory, and estate

Qualifications

• Bachelor’s degree with GPA 3.2.
• No more than two years of work experience after undergrad.
• 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 aptitude

Client relationship management

Financial analysis

Education

Bachelor’s degree with GPA 3.2

Job description

JPMorgan Chase & Co. in Birmingham, MI is seeking a Program Banker Analyst within U.S. Private Bank to join an integrated team and help grow new and existing client relationships.

You will work with bankers, investment specialists, and trust professionals to deliver tailored financial solutions. As a top performing Analyst, you will have the opportunity to progress toward an Associate role after the two-year program, with exposure to credit, multi-asset investments, wealth advisory, and estate