Private Wealth Program Banker Analyst

JPMorganChase; Dallas (TX); On-site; USD 65,000 - 90,000; Full time

Job summary

JPMorganChase in the U.S. Private Bank seeks a Program Banker Analyst to join an integrated team shaping client strategies and introducing new relationships. You’ll work with bankers, investment specialists, and estate experts to deliver tailored solutions and have a path to become an Associate after the two-year program.

The role emphasizes collaboration across markets, product areas and client needs, with opportunities for development and promotion based on performance.

Qualifications

• Bachelor's degree with a minimum GPA of 3.2.
• 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 team to analyze balance sheets and investment objectives
• Develop expertise in proprietary models to tailor solutions
• Conduct research and assist with product development and prospecting
• Research client inquiries and manage follow-up communications
• Work directly with clients as you progress in the role

Skills

Bachelor's degree GPA 3.2

No more than 2 years work experience

Sales aptitude

Education

Bachelor's degree

Job description

JPMorganChase in the U.S. Private Bank seeks a Program Banker Analyst to join an integrated team shaping client strategies and introducing new relationships. You’ll work with bankers, investment specialists, and estate experts to deliver tailored solutions and have a path to become an Associate after the two-year program.

The role emphasizes collaboration across markets, product areas and client needs, with opportunities for development and promotion based on performance.