Private Banking Program Analyst: Client Strategy & Wealth

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

Job summary

JPMorgan Chase & Co. is seeking exceptionally talented individuals for the U.S. Private Bank Analyst Program, designed to develop future leaders in client service and financial advisory.

You will join a collaborative, high-performance team and gain exposure to credit, investments, wealth advisory and estate planning. As a Program Banker Analyst, you will support senior bankers, prepare materials, analyze client needs and contribute to customized financial strategies, with clear opportunities to

Qualifications

• Bachelor's degree with GPA requirement stated.
• No more than two years of work experience after undergrad.
• Demonstrated aptitude for sales and client relationships.

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

Excellent communication

Presentation skills

Education

Bachelor's degree

Job description

JPMorgan Chase & Co. is seeking exceptionally talented individuals for the U.S. Private Bank Analyst Program, designed to develop future leaders in client service and financial advisory.

You will join a collaborative, high-performance team and gain exposure to credit, investments, wealth advisory and estate planning. As a Program Banker Analyst, you will support senior bankers, prepare materials, analyze client needs and contribute to customized financial strategies, with clear opportunities to