2027 Global Private Bank Advisor Program (Summer Analyst) - US Private Bank

J.P. Morgan

New York (NY)

On-site

USD 50,000 - 70,000

Full time

14 days+

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Job summary

J.P. Morgan is seeking an Advisor Trainee for their Summer Analyst Program in Global Private Bank. This program focuses on building client relationships while providing customized wealth management solutions across various sectors like investments and credit.

Participants will gain practical experience, and top performers may secure full-time offers. Candidates should be pursuing their bachelor's or master's degrees, with expected graduation between December 2027 and June 2028.

Qualifications

Currently pursuing a Bachelor’s or Master’s degree.
Expected graduation date between December 2027 and June 2028.
Must be attending a college/university in the U.S.

Responsibilities

Work with a team of advisors to bring in new clients.
Deliver customized and comprehensive solutions for wealth management.

Skills

Interpersonal skills

Analytical skills

Communication skills

Problem-solving skills

Teamwork

Education

Bachelor’s or Master’s degree

Job description

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 nine-week program kicks off with a week of induction, where you’ll have training and orientation to our businesses and gain the technical and practical knowledge you’ll need to start contributing to our teams. Top performers may receive a full-time offer at the end of the summer.

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); Master’s must be within 2 years of Bachelor's.
Expected graduation date between December 2027 and June 2028.
Currently attending a college/university in the U.S.
Highly driven, inquisitive, and proactive, with a strong desire to learn.
Enjoys working in teams to develop complex solutions.
Exceptional interpersonal, communication, analytical, and problem-solving skills.
Excellent organizational skills with the ability to multitask in a fast-paced environment.
Demonstrates good judgment and discretion with confidential information.
Genuine interest in financial markets and macro-level economic trends.
Aspires to work with external clients in a relationship-building and sales capacity.

Work Authorization

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).

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