Global Private Bank: Wealth Advisor Summer Analyst

Aumni; Houston (TX); On-site; USD 60,000 - 80,000; Full time

Job summary

Join TwinThread as an Advisor Trainee in Global Private Bank through our Analyst Program in Houston, TX. This nine-week program provides exposure to wealth management, investing, and client service, where you'll develop critical skills alongside a supportive team. The ideal candidate is pursuing a Bachelor’s or Master’s degree and possesses strong interpersonal, communication, and analytical skills, with a genuine interest in financial markets. Successful trainees may receive full-time offers upon completion.

Qualifications

• Pursuing a Bachelor’s or Master’s degree (Non-MBA).
• Expected graduation date of December 2027–June 2028.
• Cultural knowledge and fluency in Spanish and/or Portuguese.
• Highly-driven and enjoy working in teams to develop complex solutions.
• Exceptional interpersonal, communication, analytical and problem-solving skills.
• Excellent organizational skills and ability to multitask.
• Genuine interest in financial markets and macro-level economic trends.
• Desire to ultimately work with external clients in a relationship-building and sales capacity.
• Ability to thrive in a fast-paced, collaborative environment.
• Highly inquisitive, focused and pro-active.

Responsibilities

• Work with teams to understand client needs and develop strategies.
• Collaborate with bankers, investment specialists, wealth advisors, and lending specialists.
• Conduct research and analysis as part of a Solutions Team.
• Engage in mentorship and grow professional networks.

Skills

Interpersonal skills

Communication skills

Analytical skills

Problem-solving skills

Organizational skills

Multitasking

Client relationship building

Cultural knowledge in Spanish and/or Portuguese

Interest in financial markets

Education

Bachelor’s or Master’s degree (Non-MBA)

Job description

Join TwinThread as an Advisor Trainee in Global Private Bank through our Analyst Program in Houston, TX. This nine-week program provides exposure to wealth management, investing, and client service, where you'll develop critical skills alongside a supportive team. The ideal candidate is pursuing a Bachelor’s or Master’s degree and possesses strong interpersonal, communication, and analytical skills, with a genuine interest in financial markets. Successful trainees may receive full-time offers upon completion.