Global Private Bank Advisor Trainee — Wealth Solutions

Aumni; Houston (TX); On-site; USD 60,000 - 90,000; Full time

Job summary

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.

Responsibilities

• 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.

Skills

Spanish/Portuguese fluency

Education

Bachelor’s or Master’s degree

Job description

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