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. Working here means joining a collaborative, supportive team and we want your diverse perspective to help us innovate the next wave of products and solutions for our clients. You'll have what you need to succeed – from training and mentorship from senior leaders to projects that engage all your skills.

As a Full Time Analyst in the Global Private Bank Advisor Training Program, you will gain exposure to every facet of wealth management, including investments, lending, banking, and trust and estate planning. You will work with our team of advisors and specialists to bring in new clients and to serve existing ones and deliver highly customized and comprehensive solutions to help protect, manage, and grow wealth. 

Job Responsibilities

Develop innovative solutions while working in a fast-paced environmentBuild relationships with a team of bankers, investment specialists, wealth advisors, and lending specialistsJoin a team committed to building client relationshipsMake meaningful contributions to our business with customized wealth management solutionsWork with a team of bankers, investment specialists, wealth advisors, and lending specialistsUse your diverse perspective to help us innovate the next wave of products and solutions for our clients

Required Qualifications, Capabilities, and Skills

Exceptional interpersonal, communication, analytical and problem-solving skillsExcellent organizational skills and ability to multitaskGenuine interest in financial markets and macro-level economic trendsDesire to ultimately work with external clients in a relationship building and sales capacityAbility to thrive in a fast-paced, collaborative environmentHighly inquisitive, focused and pro-activeGood judgment and discretion when working with confidential informationAvailable to start full-time employment in 2025

Preferred Qualifications, Capabilities, and Skills

Fluency in Mandarin is preferred as the role will focus on client engagement and business development for clients in the China market