U.S. Private Bank - Private Banker - Executive Director

About the role

We are seeking exceptionally talented individuals who are collaborative, confident, and motivated to provide a first-class experience to clients within J.P. Morgan's U.S. Private Bank. You will work alongside a team of talented colleagues from other markets, businesses, and functions, offering opportunities to advance your career. As a Program Banker Analyst, you will join an integrated team with bankers, global investment specialists, capital advisors, and trust and estate experts to bring in new clients and serve existing ones. Top-performing Analysts may progress to the next phase as an Associate at the end of the two-year program. Promotional opportunities are based on business needs and performance.

The two-year Analyst Program provides exposure to multiple business areas within the Private Bank, including credit and lending, multi-asset class investments, wealth advisory, and estate planning.

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 clients' investment objectives to produce customized recommendations considering 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, assume significant responsibility by interacting frequently with senior management and working directly with clients.

Requirements

• Bachelor's degree with a minimum overall GPA of 3.2.
• No more than two years of work experience following completion of undergraduate program.
• Demonstrated aptitude for sales and client relationship management.

Preferred Qualifications

• Superior multi-tasking and organizational skills.
• Excellent communication skills and poise giving presentations.
• Genuine interest in financial markets and macro-level economic trends.
• Ability to leverage both quantitative and qualitative resources to understand complex financial situations and present solutions.

About Us

JPMorgan Chase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses, and many of the world's most prominent corporate, institutional, and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years, and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing, and asset management.

About the Team

J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors, and institutions with strategies and expertise spanning the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families, and foundations take a more intentional approach to their wealth or finances to better define, focus, and realize their goals.

Pay and Benefits

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location. Eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. Benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching, and more. Additional details about total compensation and benefits will be provided during the hiring process.