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

Aumni

United States

On-site

USD 40,000 - 60,000

Full time

14 days+

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Job summary

TwinThread is seeking an Advisor Trainee in its Global Private Bank Summer Analyst Program in the United States. This nine-week program offers exposure to wealth management, including investments and banking. Trainees will collaborate with advisors to deliver wealth solutions, providing insights on financial markets and macroeconomic trends. Applicants must be pursuing a Bachelor's or Master's degree, with expected graduation between December 2027 and June 2028. This opportunity allows for significant professional development and potential full-time offers for top performers.

Qualifications

Pursuing a Bachelor’s or Master’s degree, expected graduation between December 2027 and June 2028.
Currently attending a college/university in the U.S.
Genuine interest in financial markets and economic trends.

Responsibilities

Work with a team to bring in new clients and serve existing clients.
Deliver customized solutions to help manage and grow wealth.

Skills

Highly driven

Interpersonal skills

Analytical skills

Problem-solving skills

Organizational skills

Education

Bachelor’s or Master’s degree (Excluding MBA)

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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