International Private Bank - Banker Analyst - Global… at Chase · San…

Summary: Chase is a leading financial institution offering innovative financial solutions. The role of Banker Analyst in the International Private Bank involves collaborating with a team to provide customized financial strategies for clients and gaining exposure to various business areas within the Private Bank. Responsibilities: - Help devise customized financial strategies for existing and prospective clients in the Global Families Group (APAC) market - Prepare pitch books and meeting materials - Collaborate with integrated team members to analyze balance sheets and understand a clients’ investment objectives to produce customized recommendations that consider appropriate risk/return objectives - Become an expert in a range of proprietary models to provide recommendations on tailored solutions - Conduct research and analysis; assist with product development and prospecting efforts - Research client inquiries and manage follow up communication and materials - As you progress in your role, you will assume significant responsibility by interacting frequently with senior management and working directly with clients Required Qualifications: - Bachelor's degree with a minimum overall GPA of 3.2 - No more than two years of work experience following completion of undergraduate program - Demonstrated aptitude for sales and client relationship management - Fluent in English and Mandarin Preferred Qualifications: - Superior multi-tasking and organizational skills - Excellent communication skills and poise giving presentations - Genuine interest in financial markets and macro-level economic trends - Ability to leverage both quantitative and qualitative resources to understand complex financial situations and present solutions Required Skills: Client relationship management, Fluent in English, Mandarin Important Skills: Financial markets knowledge, Quantitative analysis Nice-to-Have Skills: Multi-tasking skills Benefits: Comprehensive health care coverage, On-site health and wellness centers, A retirement savings plan, Backup childcare, Tuition reimbursement, Mental health support, Financial coaching