Private Banking Program Analyst: Client Strategy & Growth

Testing Site - JPMC; Houston (TX); On-site; USD 60,000 - 85,000; Full time

Job summary

Testing Site - JPMC in Houston is seeking a Program Banker Analyst in the U.S. Private Bank. You will join an integrated team to bring in new clients and serve existing ones, progressing toward an Associate role based on performance.

The two-year Analyst Program exposes you to credit, investments, wealth advisory, and estate planning, with opportunities to develop a foundation in financial strategies and client relationship management.

Qualifications

• Bachelor’s degree with a minimum GPA of 3.2.
• Up to 2 years of work experience after undergrad.
• Aptitude for sales and client relationships.

Responsibilities

• Develop customized financial strategies for clients.
• Prepare pitch books and meeting materials.
• Analyze balance sheets with team to tailor recommendations.
• Learn proprietary models to provide tailored solutions.
• Research client inquiries and support prospecting efforts.
• Progress to higher responsibility by interacting with senior management and clients.

Skills

Sales aptitude

Client relations

Communication

Presentation skills

Financial markets

Education

Bachelor's degree with GPA 3.2

Job description

Testing Site - JPMC in Houston is seeking a Program Banker Analyst in the U.S. Private Bank. You will join an integrated team to bring in new clients and serve existing ones, progressing toward an Associate role based on performance.

The two-year Analyst Program exposes you to credit, investments, wealth advisory, and estate planning, with opportunities to develop a foundation in financial strategies and client relationship management.