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Private Bank Analyst Jobs (NOW HIRING)

Goldman Sachs Group, Inc.

AWM, Private Bank, Credit Underwriter, Analyst- Dallas Our Impact Across Asset & Wealth Management (AWM , Goldman Sachs empowers clients worldwide to reach their financial goals through advisor-led ...

Citi

Citi Private Bank | UHNW Banker

Washington, DC · On-site

Provides advanced judgment and conducts in-depth quantitative or qualitative analysis to solve ... Build relationships/partner with support groups in Citi Private Bank to maintain control, find ...

NBH Bank

Ability to think logically in order to analyze situations and make sound decisions * Ability to ... The Bank is committed to providing qualified applicants and associates reasonable accommodation ...

Citibank (Switzerland) AG

Provides advanced judgment and conducts in-depth quantitative or qualitative analysis to solve ... Build relationships/partner with support groups in Citi Private Bank to maintain control, find ...

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How much do private bank analyst jobs pay per hour?

As of Sep 11, 2026, the average hourly pay for private bank analyst in the United States is $30.38, according to ZipRecruiter salary data. Most workers in this role earn between $20.43 and $36.06 per hour, depending on experience, location, and employer.

What does a private bank analyst do?

A Private Bank Analyst supports senior bankers in managing the financial portfolios of high-net-worth clients. Their responsibilities include conducting financial analysis, preparing investment proposals, researching market trends, and helping to develop customized wealth management strategies. They also assist with client relationship management, ensuring that clients' financial needs and objectives are met. This role provides valuable exposure to various financial products and the intricacies of wealth management services.

What are the key skills and qualifications needed to thrive as a private bank analyst?

To thrive as a Private Bank Analyst, you need strong analytical skills, financial modeling expertise, and a degree in finance, economics, or a related field. Familiarity with financial analysis tools, Bloomberg Terminal, and advanced Excel, as well as relevant certifications like CFA Level I, are commonly expected. Excellent client communication, attention to detail, and discretion with sensitive information are standout soft skills in this role. These capabilities are essential for providing tailored financial advice, supporting client relationship managers, and ensuring accurate portfolio analysis for high-net-worth clients.

How do private bank analysts typically collaborate with senior bankers and clients in their daily responsibilities?

Private Bank Analysts work closely with senior bankers by preparing client presentations, conducting financial analysis, and supporting the development of tailored investment strategies. They often participate in client meetings, taking notes and following up on action items to ensure that client needs are addressed efficiently. Collaboration is key, as analysts frequently coordinate with internal teams such as investment specialists, compliance, and operations to deliver a seamless client experience. This exposure helps analysts build a solid understanding of client relationship management and the intricacies of wealth planning.
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Private Bank Analyst jobs near you
Infographic showing various Private Bank Analyst job openings in the United States as of September 2026, with employment types broken down into 1% As Needed, 71% Full Time, 20% Part Time, and 8% Contract. Highlights an 91% Physical, 2% Hybrid, and 7% Remote job distribution, with an average salary of $63,187 per year, or $30.4 per hour.

U.S. Private Bank - Private Banker - Associate

Miami, FL • On-site

JPMorgan Chase & Co.
Finance and Insurance • 10K+ employees
Learn more about JPMorgan Chase & Co.external

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Re-posted just now

JPMorgan Chase & Co. rating

7.9

Company rating: 7.9 out of 10

Based on 500 frontline employees who took The Breakroom Quiz

Job description

We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first‑class experience to clients within J.P. Morgan’s U.S. Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level.

As a Private Banker Associate in the U.S. Private Bank, you are responsible for providing support to a Senior Banker in all facets of managing their books of business. You will play a key role assisting a Senior Banker in new client acquisition and retention through a broad knowledge of investments, banking, trust services and financial planning. Your primary goal is to enhance client experience and assist our resources with delivering a complete wealth management solution to clients.

Job Responsibilities
  • Provide leverage to the Senior Banker on daily client priorities
  • Support the Senior Banker during the sales process and ongoing client management, which includes reviewing and building pitch books, coordinating information, communicating with clients and executing on client needs
  • Support the Senior Banker on client hierarchy and pipeline management
  • Assist the Senior Banker in the sale of investments, banking and trust services including, but not limited to: asset allocation on structured portfolios, managed portfolios, brokerage accounts, portfolio reviews, deposit and loan solutions, basic trust and estate products, and identification of wealth planning opportunities
Required Qualifications, Capabilities, and Skills
  • Bachelor’s Degree required
  • Series 7 & 66 licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
  • Sales/origination experience
  • Coachable professional with good business acumen
Preferred Qualifications, Capabilities, and Skills
  • MBA, JD, CFA, or CFP preferred
  • Excellent communication skills
  • Strong analytical and quantitative skills
  • Ability to multi-task and manage priorities effectively
  • Ability to learn proprietary software and databases; ability to master wealth planning software, including Planning Station modules, WA models, MAPS/CHART (as appropriate)
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