Private Wealth Program Banker Analyst – Global Exposure

Aumni; Miami (FL); Presencial; USD 70 000 - 100 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Health care coverage

Retirement savings plan

Backup childcare

Tuition reimbursement

Mental health support

Financial coaching

Resumo da oferta

JPMorgan Chase & Co. in the United States (Miami) seeks exceptionally talented individuals for an Analyst Program in the International Private Bank. You will join a team of bankers, investment specialists, and trust/estate experts to bring in new clients and serve existing ones.

The program offers potential progression to Associate after two years. The role emphasizes developing customized financial strategies, preparing materials, and collaborating across markets to meet client objectives.

Qualificações

• Bachelor’s degree with a minimum GPA of 3.2.
• Fluent in English and Spanish.
• No more than two years of work experience following undergraduate program.
• Demonstrated aptitude for sales and client relationship management.

Responsabilidades

• 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.

Conhecimentos

Bilingual English/Spanish

Sales aptitude

Client relationship management

Formação académica

Bachelor's degree (GPA 3.2+)

Descrição da oferta de emprego

JPMorgan Chase & Co. in the United States (Miami) seeks exceptionally talented individuals for an Analyst Program in the International Private Bank. You will join a team of bankers, investment specialists, and trust/estate experts to bring in new clients and serve existing ones.

The program offers potential progression to Associate after two years. The role emphasizes developing customized financial strategies, preparing materials, and collaborating across markets to meet client objectives.