2027 Global Private Bank Advisor Program - Global Families Group Asia - Full Time Analyst

Aumni; United States; On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Immersive training program

Mentorship from senior executives

Career development opportunities

Job summary

JPMorgan Chase in the United States offers a Global Private Bank Advisor Analyst program for graduates aiming to join a premier wealth management team. You’ll work with advisors and specialists to attract and serve clients, delivering tailored wealth solutions.

The five-week immersive training program, ongoing development, and exposure to investments, credit, banking, and Trust & Estates practice prepare you for a dynamic career in private banking.

Qualifications

• Pursuing a Bachelor’s or Master’s degree with an expected graduation date.
• Fluent in Mandarin and English, both spoken and written.
• Strong team orientation and ability to develop complex solutions.
• Excellent interpersonal, communication, analytical and problem-solving skills.
• Excellent organizational skills with ability to multitask.

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.

Skills

Mandarin

English

Team oriented

Interpersonal skills

Communication skills

Analytical skills

Problem-solving

Organizational skills

Sales / client relationship

Fast-paced environment

Discretion

Education

Bachelor’s or Master’s degree

Job description

If you are passionate about building meaningful relationships and excel at crafting innovative solutions to meet diverse client needs, we have an exciting opportunity for you. By joining our Global Families Group Asia, you'll become part of a team committed to delivering comprehensive services to international clients with varied investments and interests.

As a 2027 Global Private Bank Advisor in the Global Families Group, you will have the opportunity to work with a team of advisors and specialists to bring in new clients and serve existing ones. You'll be part of a supportive, collaborative team, working in a fast-paced environment, and you'll have the chance to make meaningful contributions to our business with customized wealth management solutions. Your role will involve delivering highly customized and comprehensive solutions to help protect, manage, and grow wealth.

The program begins with a five-week immersive global training program, in which you will join incoming Analysts from around the world to learn more about the firm and how we do business, build technical and professional skills, hear from senior executives and build global networks. For the entirety of the Advisor Training Program, you'll have ongoing formal and informal training opportunities, as well as continued opportunities for development, engagement, and the opportunity to participate in program initiatives. 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.

We're looking for someone who enjoys working in teams to develop complex solutions, and has a genuine interest in financial markets and macro-level economic trends.

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

1. Pursuing a Bachelor’s or Master’s degree.
2. Graduation date between December 2026 and June 2027.
3. Fluent in verbal and written Mandarin and English.
4. Team-oriented and driven to develop complex solutions.
5. Strong interpersonal, communication, analytical, and problem-solving skills.
6. Excellent organizational skills with the ability to multitask.
7. Interest in financial markets and macroeconomic trends.
8. Aspiration to work with clients in relationship building and sales.
9. Ability to thrive in a fast-paced, collaborative environment.
10. Inquisitive, focused, proactive, with good judgment and discretion.

To be eligible for this program, you must be authorized to work in the U.S. We do not offer any type of employment-based immigration sponsorship for this program. Likewise, JPMorgan Chase, will not provide any assistance or sign any documentation in support of any other form of immigration sponsorship or benefit including optional practical training (OPT) or curricular practical training (CPT.)

Locations:

• New York, NY
• San Francisco, CA

JPMorgan Chase is committed to providing a comprehensive set of benefits choices to meet different employee needs and lifestyles. The JPMorgan Chase U.S. Benefits Program is generally available in whole or in part to most employees in the U.S. who meet the eligibility criteria.

JPMorgan Chase is committed to creating an inclusive work environment that respects all people for their unique skills, backgrounds and professional experiences. We will provide reasonable accommodations for applicants with disabilities.

Advisor Training Program in Global Private Bank working with advisors to support client. Target applicant: Expected graduation 2027.