Private Banking Program Analyst — Growth to Associate

JP Morgan Chase; Summit (NJ); On-site; USD 80,000 - 110,000; Full time

Job summary

JP Morgan Chase in the U.S. Private Bank seeks an Analyst for a two-year program designed to develop future associates. You will work with bankers, investment specialists, and trust teams to grow new clients and serve existing ones.

The program emphasizes hands-on experience in credit and lending, multi-asset investments, wealth advisory, and estate planning, with progression to Associate based on performance.

Qualifications

• Bachelor’s degree with a GPA of at least 3.2.
• 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 and client relationship

Excellent communication

Presentation skills

Education

Bachelor's degree (GPA 3.2)

Job description

JP Morgan Chase in the U.S. Private Bank seeks an Analyst for a two-year program designed to develop future associates. You will work with bankers, investment specialists, and trust teams to grow new clients and serve existing ones.

The program emphasizes hands-on experience in credit and lending, multi-asset investments, wealth advisory, and estate planning, with progression to Associate based on performance.