Private Bank - Program Analyst, Manchester

JOB DESCRIPTION

Ideally, while this role will be based in our London office for 18 - 24 months, it will ultimately sit with the Manchester team locally.

For those with an entrepreneurial spirit, a tenacity to succeed and a passion for delivering world class service to our clients, this role is an exciting opportunity to further build your career. We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients.

Job Summary:

You will be part of a two-year Private Bank analyst program whereby you will be supporting the team of Client Advisors covering Manchester high net worth clients. At the end of the two-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.

You would support the Client Advisor team in a variety of relationship management functions, primarily assisting with acquiring new high net worth clients, servicing existing ones, explaining strategy and our product offering and managing these important relationships. You will work as part of a team of expert client advisors (bankers, global investment specialists, wealth advisors and lending advisors).

Job Responsibilities:

• Assisting client advisors in day to day relationship management duties and preparing account reviews
• Coordinating with global investment specialists, wealth advisors and lending advisors' client pitches, meeting agendas and assisting the bankers in managing client follow up
• Assisting in document collection and account openings
• Completing Due Diligence on the existing clients and key prospects
• Assisting Client Advisors with the completion of regulatory requirements
• Building relationships internally and externally to develop a strong network of professionals that could assist in the client acquisition process
• Generating ideas and strategies driving forward new client acquisition
• Maintaining status updates on deal pipeline and prospects
  
  

Required Qualifications, Capabilities And Skills:

• 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
  
  

Required Qualifications, Capabilities And Skills:

• A connection to Manchester
  
  

ABOUT US

J.P. Morgan is a global leader in financial services, providing strategic advice and products to the world’s most prominent corporations, governments, wealthy individuals and institutional investors. Our first-class business in a first-class way approach to serving clients drives everything we do. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives.

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.

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.