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JPMorgan Private Bank - Banker Analyst 
Sweden, Stockholm 
164304172

27.07.2024

Job Summary:

As a Banker Analyst in the Private Bank, you will be part of a two-year Private Bank analyst program whereby you will be supporting the team of Private Bankers covering Swedish ultra-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 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. You will work as part of a team of expert client advisors (bankers, global investment specialists, wealth advisors and lending advisors).

Job Responsibilities:

  • Assist bankers in day to day relationship management duties and preparing account reviews
  • Coordinate with global investment specialists, wealth advisors and lending advisors' client pitches, meeting agendas and assisting the bankers in managing client follow up
  • Assist in document collection and account openings
  • Complete due diligence on the existing clients and key prospects
  • Assist bankers with the completion of regulatory requirements
  • Build relationships internally and externally to develop a strong network of professionals that could assist in the client acquisition process
  • Generate ideas and strategies driving forward new client acquisition
  • Maintain status updates on deal pipeline and prospects

Required Qualifications, Capabilities and Skills:

  • Strong communication skills - both verbal and written (Swedish and English)
  • 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