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Private Bank - Program Analyst - Manchester

  • Job
    Full-time
    Junior Level
  • Banking & Finance
  • Manchester, +1

Requirements

  • 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

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

Finance
Industry
10,001+
Employees
2000
Founded Year

Mission & Purpose

For over 200 years, JPMorgan Chase & Co has provided innovative financial solutions for consumers, small businesses, corporations, governments and institutions around the world. Today, we're a leading global financial services firm with operations servicing clients in more than 100 countries. Whether we are serving customers, helping small businesses, or putting our skills to work with partners, we strive to identify issues and propose solutions that will propel the future and strengthen both our clients and our communities. © 2017 JPMorgan Chase & Co. JPMorgan Chase is an equal opportunity and affirmative action employer Disability/Veteran.

Benefits

  • Healthcare and Insurance Plans

    Our employees are entitled to a variety of healthcare insurance plans, ranging from medical, dental and vision, to life and accident, disability, before-tax spending accounts, and group legal services.

  • Wellness Programs

    We are committed to providing employees with exceptional care — including arranging wellness screenings and assessment as well as access to health coaches, counseling, and guidance services for our employees.

  • Employee Programs

    Programs offered to eligible employees include parental leave, back-up child care services, flexible work options, matching gifts, discounts on banking services, electronics, arts and entertainment, fitness programs, travel and more.

  • Family Care

    We know how important your family's health is to you so we offer a variety of healthcare packages that cover you and your partner, your children and your parents.

  • Hybrid Working Model

    Dependent on the needs of the business and the nature of the role, JPMorgan Chase offers a hybrid work model for some roles, with at least three days on-site.