2025 Asset & Wealth Management Global Private Bank Solutions Program – Full-time Analyst (2024)

Global Private Bank – Solutions Training Program

Solutions Analyst Training Program in Private Bank working with advisors to support client. Target applicant: Expected graduation 2025

Posting Description

If you enjoy building relationships and helping develop innovative solutions while working in a fast-paced environment, then we have the role for you. Joining our Advisor Training Program means you will be joining a team committed to building client relationships and making meaningful contributions to our business with customized wealth management solutions. You’ll work with a team of bankers, investment specialists, wealth advisors, and lending specialists. Throughout the program, you’ll learn about our business and our clients while building your own expertise.

As an Solutions Analyst Trainee in Global Private Bank, you will with investment professionals who are dedicated to structuring creative and opportunistic investment ideas to meet clients’ portfolio objectives across all asset classes. We have specialists responsible for developing our market strategy, alternative investments, fixed income, equities, FX and commodities. Solutions Analysts will get involved with conducting research and analysis, using our proprietary models, assist with product development and portfolio construction. You’ll be encouraged to network across the firm and discover all our opportunities as you consider your next career move. After the program, many full-time Analysts are promoted to Associates and build long-lasting careers with us.

The program begins with a five-week immersive global training program. For the entirety of the Advisor Training Program, you’ll have ongoing formal and informal training opportunities, as well as continued opportunities for development, engagement, and the opportunity to participate in program initiatives. During our Advisor Training Program, you’ll gain exposure to every facet of wealth management, including investments, lending, banking, and trust and estate planning. Our advisors help clients achieve their financial goals by delivering the right solutions and services across our industry leading investments, credit, banking and Trust & Estates practices. This individualized attention supports our clients’ unique goals and helps build, preserve and manage their wealth over time.

Job responsibilities

  • Join incoming analysts from around the world to learn more about the firm and how we do business
  • Build technical and professional skills
  • Hear from senior executives and build global networks

Required qualifications, capabilities, and skills

  • Pursuing a Bachelor’s or Master’s degree (No MBA)
  • Attend college/university in the U.S.
  • Expected graduation date of December 2024 through June 2025
  • Highly driven person who enjoys working in teams to develop complex solutions
  • Exceptional interpersonal, communication, analytical and problem-solving skills
  • Excellent organizational skills and ability to multitask
  • Genuine interest in financial markets and macro-level economic trends
  • Ability to thrive in a fast-paced, collaborative environment
  • Highly inquisitive, focused and proactive
  • Good judgment and discretion when working with confidential information

To be eligible for this program, you must be authorized to work in the U.S. We do not offer any type of employment-based immigration sponsorship for this program. Likewise, JPMorgan Chase, will not provide any assistance or sign any documentation in support of any other form of immigration sponsorship or benefit including optional practical training (OPT) or curricular practical training (CPT.)

Locations:

  • New York, NY
  • San Francisco, CA

We’re located in more than 120 offices across 11 countries and 25 states. Guided by industry leaders, our teams deliver best-in-class service for our clients around the world. J.P. Morgan was named 2021’s “Best Private Bank in the World” and “Best Private Bank in North America” by Global Finance magazine.

For more than 200 years, we have been working with innovators, entrepreneurs, industry leaders and their families to help them achieve their unique ambitions, secure their legacies and make a difference in the world. That means providing meaningful, tailored advice now and across generations. The Private Bank helps clients plan, invest, borrow and bank to create the life and legacy they envision.

See the Asset & Wealth Management CEO Letter here.

Join Us

At JPMorgan Chase, we’re creating positive change for the diverse communities we serve. We do this by championing your innovative ideas through a supportive culture that helps you every step of the way as you build your career. If you’re passionate, curious and ready to make an impact, we’re looking for you.

About Us

JPMorgan Chase & Co., 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.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location. For those in eligible roles, we offer discretionary incentive compensation which may be awarded in recognition of firm performance and individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursem*nt, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

JPMorgan Chase is an Equal Opportunity Employer, including Disability/Veterans

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 that span 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.​

Our Wealth Management teams develop deep, personal relationships with clients to provide goals-based financial planning advice and to deliver sophisticated products and solutions to meet their generational wealth management needs. Using the latest technology and the resources of the entire firm, Wealth Management directly serves clients through the J.P. Morgan Private Bank globally and J.P. Morgan Securities in the US.

2025 Asset & Wealth Management Global Private Bank Solutions Program – Full-time Analyst (2024)

FAQs

What does a global private bank analyst do? ›

During our Investment Solutions Analyst program, you'll work with specialists to help research, analyze, and develop global investment strategies and opportunities for our clients.

What does an asset and wealth management analyst do? ›

Their primary responsibilities include: Financial Analysis, Investment Research, Portfolio Management, Financial Planning, Client Communication, Risk Management, Compliance, Market Monitoring Overall, a wealth management analyst plays a crucial role in helping clients achieve their financial goals by providing ...

What do you do as a private banking analyst? ›

Akin to a financial advisor, a private banker provides in-depth analysis on an individual or company's financial circ*mstances and makes recommendations based on specific investment, estate planning, and charitable objectives.

How do you qualify for JP Morgan wealth management? ›

It's reserved for clients who hold at minimum $150,000 or above as investable assets or in their account balance. In addition, people with $10 million (and above) in assets can become JP Morgan private clients.

Do Private Bankers make a lot of money? ›

How much does a Private Banker make in California? As of Aug 22, 2024, the average annual pay for a Private Banker in California is $68,623 a year. Just in case you need a simple salary calculator, that works out to be approximately $32.99 an hour. This is the equivalent of $1,319/week or $5,718/month.

What is the salary of a US private bank program analyst banker? ›

$45,800 is the 25th percentile. Salaries below this are outliers. $80,800 is the 75th percentile.

What pays more asset or wealth management? ›

Though wealth managers only earn a slightly higher salary than asset managers, that difference may change with experience and good performance.

Is asset management high paying? ›

Asset Management Salary. $74,500 is the 25th percentile. Salaries below this are outliers. $109,000 is the 75th percentile.

Is asset and wealth management a good career? ›

It provides personal fulfillment, professional growth, significant financial rewards and the opportunity to make a positive impact on clients' lives. However, it also involves high pressure, long hours, the burden of regulatory compliance and continuous education.

Is private banking career worth it? ›

Private banking is a way to enjoy the high incomes offered by Wall Street, but with reasonable hours and less stress. Private banker salaries vary based on total assets under management (AUM), which is the aggregate value of their clients' portfolios.

Is private banking stressful? ›

Wealth managers and Private Bankers are stressful jobs in finance. Finishing near the top on some surveys and further down on others, wealth managers and financial advisors deal with one particular vehicle for stress: they eat only what they kill.

Is it hard to get into private banking? ›

To become a private banker, you need a bachelor's degree in a relevant business discipline and significant work experience in a financial services career. You also need to acquire a license issued by the Financial Industry Regulatory Authority (FINRA) or the North American Securities Administrators Association (NASAA).

What is the dress code for J.P. Morgan wealth management? ›

Business Casual overall; however, on occasion professional business attire.

How much money do you need to join JP Morgan Private Bank? ›

JP Morgan private bank minimum requirement is $10 million. Chase private bank minimum requirement is an average beginning day balance of $150,000 or more.

Does J.P. Morgan pay for Masters? ›

BENEFITS: 14. Does JPMorgan Chase offer tuition reimbursem*nt? Yes, JPMorgan Chase has a tuition reimbursem*nt policy for employees after they complete one year of service.

What does a global banking analyst do? ›

Performing various financial analyses, including valuations and merger consequences. Conducting comprehensive and in-depth company and industry research. Preparation of presentation and other materials for clients. Participation in due diligence sessions, communication and interaction with deal team members.

What does a private analyst do? ›

The Role of Private Equity Analysts in the Industry

They conduct detailed analysis of companies' financial performance, industry trends, and potential growth opportunities to determine whether an investment would be profitable.

What is the salary of private banking analyst in Goldman Sachs? ›

The estimated total pay range for a Private Wealth Management Analyst at Goldman Sachs is £46K–£75K per year, which includes base salary and additional pay. The average Private Wealth Management Analyst base salary at Goldman Sachs is £53K per year.

How much does a global private finance analyst at barings make? ›

The estimated total pay range for a Analyst at Barings is $86K–$121K per year, which includes base salary and additional pay.

Top Articles
Wlds Obits
Craigslist Hayward Rooms For Rent
O Riley Auto Parts Near Me
Ffxiv Ixali Lightwing
How Much Food Should I Buy For Christmas? | Gousto Christmas
Wyze Thermostat vs Nest: Detailed Comparison
Best Taq 56 Loadout Mw2 Ranked
Ark Ragnarok Map Caves
Cincinnati Adult Search
UHD-4K-Monitor mit 27 Zoll und VESA DisplayHDR™ 400 - 27UQ750-W | LG DE
Crystal Lust Wiki
Craigslist Sfbay
Best Stb 556 Mw2
Calculator Souo
5Ive Brother Cause Of Death
Heather Alicia Sims
Soul Attraction Rs3
The Exorcist: Believer Showtimes Near Regal Waugh Chapel
BCLC Launches PROLINE Sportsbook at B.C. Retail Locations
Theater X Orange Heights Florida
Olentangy Calendar
3850 Colonial Blvd Suite 100 Fort Myers Fl 33966
2024 Chevrolet Traverse First Drive Review: Zaddy Looks, Dad-Bod Strength, Sugar Daddy Amenities
Marisa Jacques Bio
321 Flea Market Gastonia Nc
Wayne State Academica Login
Samantha Lyne Wikipedia
Apple iPhone SE 2nd Gen (2020) 128GB 4G (Very Good- Pre-Owned)
My Les Paul Forum
When Is Meg Macnamara Due
Zions March Labradors
Conan Exiles Meteor Shower Command
Courtney Callaway Matthew Boynton
Craigslist Columbia Sc Com
Skyward Weatherford Isd Login
Sunset Time Yesterday
Kate Spade Outlet Altoona
Lowes Light Switch
Ticket To Paradise Showtimes Near Laemmle Newhall
Spearmint Rhino Coi Roll Call
Owen Roeder Tim Dillon
Kelly Chapman Husband
Used Cars for Sale in Phoenix, AZ (with Photos)
What Are Cluster B Personality Disorders?
Texas State Academic Probation
Kayla Simmons Of Leak
Buhsd Studentvue
Santa Rosa Craigslist Free Stuff
Buzzn Dispensary
R Warhammer Competitive
Diora Thothub
Jetblue Flight Status & Tracker
Latest Posts
Article information

Author: Arielle Torp

Last Updated:

Views: 6183

Rating: 4 / 5 (61 voted)

Reviews: 92% of readers found this page helpful

Author information

Name: Arielle Torp

Birthday: 1997-09-20

Address: 87313 Erdman Vista, North Dustinborough, WA 37563

Phone: +97216742823598

Job: Central Technology Officer

Hobby: Taekwondo, Macrame, Foreign language learning, Kite flying, Cooking, Skiing, Computer programming

Introduction: My name is Arielle Torp, I am a comfortable, kind, zealous, lovely, jolly, colorful, adventurous person who loves writing and wants to share my knowledge and understanding with you.