Private Bank - Program Analyst, Manchester

Greater London
Full time
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JP Morgan
Banking, investment & finance
10,001+ employees
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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