Wealth Management Program Analyst - Path to Associate

JPMorgan Chase & Co.; Palo Alto (CA); On-site; USD 90,000 - 130,000; Full time

Job summary

JPMorgan Chase & Co. in Palo Alto seeks a Program Banker Analyst to join the U.S. Private Bank and deliver first-class client service. You will work with bankers, investment specialists, and trust experts to grow relationships and provide tailored solutions.

The two-year Analyst Program offers exposure across credit, multi-asset investments, wealth advisory, and estate planning, with potential advancement to Associate based on performance.

Qualifications

• Bachelor's degree with GPA minimum 3.2.
• No more than two years of work experience after undergrad.
• Aptitude for sales and client relationship management.

Responsibilities

• Help devise customized financial strategies for clients.
• Prepare pitch books and meeting materials.
• Collaborate with team to analyze balance sheets and investment objectives.
• Become expert in proprietary models for tailored solutions.
• Conduct research and assist with product development and prospecting.
• Research client inquiries and manage follow-up materials.
• Progression to Associate with experience and performance.

Skills

Sales aptitude

Client relationship mgmt

Communication skills

Education

Bachelor's degree GPA 3.2

Job description

JPMorgan Chase & Co. in Palo Alto seeks a Program Banker Analyst to join the U.S. Private Bank and deliver first-class client service. You will work with bankers, investment specialists, and trust experts to grow relationships and provide tailored solutions.

The two-year Analyst Program offers exposure across credit, multi-asset investments, wealth advisory, and estate planning, with potential advancement to Associate based on performance.