If you enjoy building relationships and helping develop innovative solutions while working in a fast-paced environment, then we have the role for you. Joining our Summer Analyst Program means you will be joining a team committed to building client relationships and making meaningful contributions to our business with customized wealth management solutions.

As an Advisor Trainee in Global Private Bank, you will gain exposure to every facet of wealth management, including investments, lending, banking, and trust and estate planning. No client has identical goals, so understanding their unique needs and tailoring our approach to exceed expectations requires work across teams and the firm to provide first-class service.Our advisors help clients achieve their financial goals by delivering the right solutions and services across our industry leading investments, credit, banking and Trust & Estates practices. This individualized attention supports our clients' unique goals and helps build, preserve and manage their wealth over time.

Job Responsibilities:

Work with a team of advisors and specialists to bring in new clients and serve existing clients Deliver highly customized and comprehensive solutions to help protect, manage, and grow wealth

Required Qualifications, Capabilities, and Skills:

Pursuing a Bachelor’s or Master’s degree (Excluding MBA).  If you are pursuing a Master’s degree, it must be within 2 years of receiving your Bachelor’s degree. Graduation date of December 2027 through June 2028 Highly driven person who enjoys working in teams to develop complex solutions  Exceptional interpersonal, communication, analytical and problem-solving skills Excellent organizational skills and ability to multitask Genuine interest in financial markets and macro-level economic trends Desire to ultimately work with external clients in a relationship building and sales capacity  Ability to thrive in a fast-paced, collaborative environment Highly inquisitive, focused and pro-active Good judgment and discretion when working with confidential information

Please note that use of ChatGPT and other AI tools that are not expressly approved, is strictly prohibited during the interview process.

We will be filling our classes on a rolling basis. We strongly encourage you to submit your application as early as possible before job postings close.