Wealth Management Program Analyst - Private Bank (2-Year)

JPMorganChase

Miami (FL)

On-site

USD 65,000 - 90,000

Full time

31 hours ago

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Job summary

JPMorganChase is seeking a talented Program Banker Analyst for its International Private Bank in the Miami area. The two-year program offers exposure to credit, investments, wealth advisory and estate planning while developing client acquisition and service skills.

Top performers may advance to an Associate role within the firm. Analysts work with bankers, investment specialists, advisors and estate experts to bring in new clients and serve existing ones, with promotion based on performance and

Qualifications

Bachelor's degree with a minimum overall GPA of 3.2.
Fluent in English and Spanish.
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.