Private Wealth Program Analyst: Client Strategy & Growth

Fairygodboss; Town of Florida (NY); On-site; USD 70,000 - 90,000; Full time

Job summary

JPMorgan Chase & Co. in New York is looking for a highly motivated Program Banker Analyst to join the U.S. Private Bank. The role offers exposure to multiple business areas and opportunities to advance to Associate after the two-year program.

You will work with bankers, investment specialists, capital advisors and trust/estate experts to bring in new clients and serve existing ones, with promotional opportunities based on performance.

Qualifications

• Bachelor's degree with a minimum overall GPA of 3.2.
• No more than two years of work experience following completion of undergraduate program.
• 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 mgmt

Education

Bachelor's degree with GPA 3.2

Job description

JPMorgan Chase & Co. in New York is looking for a highly motivated Program Banker Analyst to join the U.S. Private Bank. The role offers exposure to multiple business areas and opportunities to advance to Associate after the two-year program.

You will work with bankers, investment specialists, capital advisors and trust/estate experts to bring in new clients and serve existing ones, with promotional opportunities based on performance.