2027 Global Private Bank Advisor Program - LatAm Private Bank - Full-time Analyst

Aumni; Houston (TX); Sur place; USD 60 000 - 90 000; Plein temps

Résumé du poste

JPMorgan Chase in the United States is offering an Advisor Trainee program in Global Private Bank to develop skills across investments, lending, banking, and trusts. You will gain hands-on experience working with clients from the Americas and beyond, with a five-week immersive global training program and ongoing development opportunities.

After completion, many analysts advance to associates. You will join a team that values client-centric service, cross-team collaboration, and ongoing

Qualifications

• Must be pursuing a Bachelor's or Master's degree.
• Cultural knowledge and fluency in Spanish and/or Portuguese.
• Expected graduation date December 2026 through June 2027.
• Highly-driven and collaborative in teams to develop complex solutions.
• Excellent interpersonal, communication, analytical and problem-solving skills.
• Strong organizational skills and multitasking ability.
• Genuine interest in financial markets and macro trends.
• Intent to work with external clients in a relationship-building, sales capacity.

Responsabilités

• Work with teams to understand client needs and analyze market activities to develop strategies meeting financial goals.
• Collaborate with bankers, investment specialists, wealth advisors, and lending specialists to learn business and clients.
• Coordinate with market strategy, equity, and alternative investment teams to research and respond to client needs as part of a Solutions Team.
• Engage in ongoing mentorship, training sessions and events to grow professional network.

Connaissances

Spanish/Portuguese fluency

Formation

Bachelor’s or Master’s degree

Description du poste

If you excel at crafting tailored financial solutions and are eager to build strong client relationships, we have an exciting opportunity for you. By joining our Analyst Program, you'll become part of a team dedicated to delivering wealth management solutions and fostering client relationships across Mexico, Central America, South America, and Brazil.

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. You'll be encouraged to network across the firm and discover all our opportunities as you consider your next career move. After the program, many full-time Analysts are promoted to Associates and build long-lasting careers with us 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.

Job responsibilities

• Work with our teams to understand client needs and examine market activities to develop and execute strategies that help clients meet their financial goals
• Work with a team of bankers, investment specialists, wealth advisors, and lending specialists. Throughout the summer, you'll learn about our business and our clients while building your own expertise.
• Collaborate with various teams, including but not limited to market strategy, equity, and alternative investment teams to conduct research and analysis, develop products and respond to client needs as part of a Solutions Team.
• Continuously learn through one-on-one mentorship, learning sessions and ongoing events to grow your professional network

Required qualifications, capabilities, and skills

1. Pursuing a Bachelor’s or Master’s degree
2. Cultural knowledge and fluency in Spanish and/or Portuguese
3. Expected graduation date of December 2026 through June 2027
4. Highly-driven and enjoy working in teams to develop complex solutions
5. Exceptional interpersonal, communication, analytical and problem-solving skills
6. Excellent organizational skills and ability to multitask
7. Genuine interest in financial markets and macro-level economic trends
8. Desire to ultimately work with external clients in a relationship building and sales capacity
9. Ability to thrive in a fast-paced, collaborative environment
10. Highly inquisitive, focused and pro-active. Good judgment and discretion when working with confidential information

Locations:

• New York, NY
• Miami, FL
• Houston, TX

At JPMorgan Chase, we're creating positive change for the diverse communities we serve. We do this by championing your innovative ideas through a supportive culture that helps you every step of the way as you build your career. If you're passionate, curious and ready to make an impact, we're looking for you.

JPMorgan Chase is committed to creating an inclusive work environment that respects all people for their unique skills, backgrounds and professional experiences. We strive to hire qualified, diverse candidates, and we will provide reasonable accommodations for known disabilities.

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.