Wealth Strategy Analyst – Private Bank Program

Testing Site - JPMC; Miami (FL); On-site; USD 60,000 - 90,000; Full time

Job summary

J.P. Morgan's International Private Bank seeks a Program Banker Analyst to join a collaborative team focused on delivering tailored financial solutions and client service excellence.

The two-year program provides exposure to credit, investments, wealth advisory and estate planning, with a path to Associate based on performance. You will work with bankers and investment specialists to develop strategies, prepare materials, and build relationships with clients across markets, leveraging a

Qualifications

• Bachelor’s degree with a minimum overall GPA of 3.2.
• Fluent in English and Spanish (written and spoken).
• No more than two years of work experience since undergrad.
• 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

Skills

Sales aptitude

Client relationships

Bilingual English/Spanish

Presentation skills

Education

Bachelor’s degree

Job description

J.P. Morgan's International Private Bank seeks a Program Banker Analyst to join a collaborative team focused on delivering tailored financial solutions and client service excellence.

The two-year program provides exposure to credit, investments, wealth advisory and estate planning, with a path to Associate based on performance. You will work with bankers and investment specialists to develop strategies, prepare materials, and build relationships with clients across markets, leveraging a