U.S. Private Bank - National Client Analyst

Overview

We are actively looking for 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. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level.

• Develop tailored financial strategies across investments, credit, liquidity, and planning for existing and prospective clients.
• Prepare client-ready pitch books, proposals, and meeting materials.
• Analyze client balance sheets and objectives; build asset allocation and portfolio recommendations aligned to risk/return goals.
• Support setup and administration of executive trading plans (10b5-1), equity compensation solutions, and offerings for private equity professionals.
• Conduct research on markets, companies, and client situations to identify opportunities and deepen relationships; review existing relationships to build pipeline.
• Partner with investment, lending, planning, and banking specialists to deliver integrated advice.
• Respond to client inquiries and manage follow-up communications and materials.
• Progressively assume client-facing responsibilities, including direct interaction and presentation of analyses.

• Three plus years of work experience in Private Banking or Financial Services
• Bachelor’s Degree required
• Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
• Proven client service success and strong business acumen
• Experience or demonstrated understanding of investments, wealth planning, credit, and banking concepts
• Proven ability to work collaboratively in a fast-paced team environment
• Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their business