Wealth Management Analyst: Client Solutions & Growth

Aumni; Irvine (CA); On-site; USD 85,000 - 120,000; Full time

Job summary

JPMorgan Chase & Co. in the United States seeks an Analyst Program Banker Analyst to work with our U.S. Private Bank team, focusing on acquiring clients and delivering tailored wealth management solutions.

You will collaborate with bankers and investment specialists to understand client needs and drive growth. The program emphasizes hands-on learning, cross-functional exposure, and career progression toward an Associate role within the Private Bank.

Qualifications

• Demonstrated aptitude for sales and client relationship management.
• Bachelor’s degree with a minimum overall GPA of 3.2.

Responsibilities

• Help devise customized financial strategies for existing and prospective clients.
• Prepare pitch books and meeting materials.
• Collaborate with team members to analyze balance sheets and understand clients’ investment objectives to produce customized recommendations.
• Become an expert in proprietary models to provide tailored recommendations.
• Conduct research and analysis; assist with product development and prospecting efforts.
• Research client inquiries and manage follow-up communications and materials.
• Work directly with clients as you progress in the role.

Skills

Sales aptitude

Client relationship management

Education

Bachelor's degree (GPA 3.2)

Job description

JPMorgan Chase & Co. in the United States seeks an Analyst Program Banker Analyst to work with our U.S. Private Bank team, focusing on acquiring clients and delivering tailored wealth management solutions.

You will collaborate with bankers and investment specialists to understand client needs and drive growth. The program emphasizes hands-on learning, cross-functional exposure, and career progression toward an Associate role within the Private Bank.