Global Private Bank Summer Analyst: Wealth Solutions

Wayne State University; Seattle (WA); On-site; USD 48,000 - 60,000; Full time

Job summary

A leading financial institution is seeking an Advisor Trainee in their Summer Analyst Program. This role offers exposure to wealth management including investments, lending, and banking services. You will collaborate with a team to provide customized financial solutions and gain valuable insights into client relationship-building. To apply, candidates must be currently pursuing a Bachelor's or Master's degree and be authorized to work in the U.S. Apply early as selections are made on a rolling basis.

Qualifications

• Must be pursuing a Bachelor's or Master's degree, graduation date December 2026 through June 2027.
• Exceptional interpersonal and communication skills are required.
• Proven ability to thrive in a fast-paced environment.

Responsibilities

• Work with a team of advisors to acquire and serve clients.
• Deliver customized wealth management solutions.

Skills

Team collaboration

Communication skills

Analytical skills

Problem-solving skills

Organizational skills

Interest in financial markets

Proactive attitude

Education

Bachelor's or Master's degree (excluding MBA)

U.S. college/university attendance

Job description

A leading financial institution is seeking an Advisor Trainee in their Summer Analyst Program. This role offers exposure to wealth management including investments, lending, and banking services. You will collaborate with a team to provide customized financial solutions and gain valuable insights into client relationship-building. To apply, candidates must be currently pursuing a Bachelor's or Master's degree and be authorized to work in the U.S. Apply early as selections are made on a rolling basis.