JP Morgan Chase - Banker Analyst

This entry-level position (geared to individuals with little or no fulltime work experience) is part of The Asset Management Analyst Program and is applicable to individuals who have recently earned a Bachelor’s degree at an accredited school. Though most hires into the Program are recruited through our formal campus recruitment efforts, we sometimes conduct supplemental recruitment of candidates with a similar level of experience and academic achievement as our campus hires. Experienced professionals should apply to positions outside of this Program.

J.P. Morgan Private Bank is a global wealth management leader that delivers the highest quality advice, service, capabilities, and products to ultra-high and high net worth individuals and families in 36 countries around the world. We enjoy relationships with 40% of the individuals on the Forbes Billionaire list making us one of the largest Private Banks worldwide in terms of client assets.

We deliver highly customized and comprehensive solutions to help clients with the many complexities they face by leveraging the commercial and investment banking capabilities of the firm. Private Banking is involved with every facet of wealth management, including investments, liquidity and credit management, and tax and estate planning. Our business model focuses on deep client relationships, an integrated team structure and a platform of depth and breadth.

Full-time Analyst Programme:

You will be part of a three-year Private Bank analyst program whereby you will be supporting the team of Private Bankers covering Russian, Israeli and Turkish ultra-high net worth clients. At the end of the three-year program, top performing Analysts will have the opportunity to make Associate by participating in an assessment centre. Promotional opportunities within J.P. Morgan are based on our business needs and your performance.

The Role:
The Analyst will support the banker team in a variety of relationship management functions, primarily assisting with acquiring new ultra-high net worth clients, servicing existing ones, explaining strategy and our product offering and managing these important relationships. The successful applicant will be involved in all aspects of the role.

Responsibilities include:

  • Conducting research on existing and prospective clients

  • Generating ideas and strategies driving forward new client acquisition

  • Populating and maintaining the deal pipeline and prospect lists

  • Maintaining status updates on prospects

  • Completing Due Diligence on the existing clients and key prospects

  • Assisting in account openings and account reviews

  • Coordinating with global investment specialists, wealth advisors and capital advisors' client pitches, meeting agendas and assisting the bankers in managing client follow up

  • Building relationships internally and externally to develop a strong network of professionals that could assist in the client acquisition process

Skills required:

  • Professional qualifications like the CFA are encouraged

  • Fluency in Russian and English is mandatory

  • A minimum 2:1 undergraduate degree or equivalent is preferred

  • Strong communication skills - both verbal and written

  • Excellent attention to detail, time management and organization skills

  • Good ability to multi-task

  • Strong interpersonal skills and team-player

  • Strong and visible interest in the financial markets

  • Proficiency in Word, Excel, and PowerPoint

  • J.P. Morgan offers an exceptional benefits program and a highly competitive compensation package.

We seek candidates with strong analytical skills who can use both qualitative and quantitative tools to analyse complex financial situations. Candidates must demonstrate an interest and knowledge in financial markets, as well as possess excellent analytical, organisational, attention-to-detail, communication, leadership, teamwork and interpersonal skills. Initiative, enthusiasm and confidence to complete projects are also a must. This role would suit someone who is looking for an entry level position or has some experience in the financial markets.

This role encompasses the performance of UK regulated activity. The successful candidate will therefore be subject to meeting UK regulatory requirements in the assessment of fitness, propriety, knowledge and competence (as assessed by the Firm) and (where appropriate) approval by the UK Financial Conduct Authority and/or the Prudential Regulation Authority to carry out such activities.

JPMorgan Chase & Co. is a leading global financial services firm with assets of more than $2.6 trillion, over 240,000 employees and operations in over 60 countries. It operates across four business segments including Asset & Wealth Management, Corporate and Investment Banking, Commercial Banking and Consumer and Community Banking.

J.P. Morgan Asset & Wealth Management advises institutions, endowments, foundations and families through Asset Management and Wealth Management. Our Wealth Management business includes J.P. Morgan Private Bank, J.P. Morgan Securities and Chase Wealth Management.

J.P. Morgan Private Bank advises the world’s wealthiest families and helps them achieve their desired goals. Our teams of Advisors deliver advice, solutions and services across investments, wealth planning, credit and banking to help clients build, preserve and manage their wealth over time.

Our team of specialists works seamlessly to help our clients achieve their financial goals and aspirations. We’re proud to be named ‘2017 Best Private Bank for Ultra-High-Net-Worth Clients’ by Euromoney: Egypt, France, Greece, Italy, Lebanon, Qatar, Spain, United Arab Emirates and UK.

JPMorgan Chase & Co. offers an exceptional benefits program and a highly competitive compensation package. JPMorgan Chase & Co. is an Equal Opportunity Employer and a member of the UK Government’s Disability Confident Scheme.