Global Private Banking Trainee: Wealth Advisor Track

JPMorgan Chase & Co.

New York (NY)

On-site

USD 65,000 - 90,000

Full time

14 days+
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Job summary

JPMorgan Chase & Co. in New York is seeking an Advisor Trainee for Global Private Bank.

The Analyst Program builds wealth management expertise across investments, lending, banking, and Trust & Estates, with a five-week immersive global training kickoff and ongoing mentorship. During the program you will network across the firm, learn from senior professionals, and prepare for full-time analyst roles that often advance to Associates.

Qualifications

  • Pursuing a Bachelor’s or Master’s degree
  • Cultural knowledge and fluency in Spanish and/or Portuguese
  • Expected graduation date of December 2026 through June 2027
  • Highly-driven and enjoy working in teams to develop complex solutions
  • Exceptional interpersonal, communication, analytical and problem-solving skills
  • 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. Good judgment and discretion when working with confidential information

Responsibilities

  • Work with our teams to understand client needs and examine market activities to develop and execute strategies that help clients meet their financial goals
  • Work with a team of bankers, investment specialists, wealth advisors, and lending specialists. Throughout the summer, you'll learn about our business and our clients while building your own expertise.
  • Collaborate with various teams, including but not limited to market strategy, equity, and alternative investment teams to conduct research and analysis, develop products and respond to client needs as part of a Solutions Team.
  • Continuously learn through one‑on‑one mentorship, learning sessions and ongoing events to grow your professional network

Skills

Spanish/Portuguese fluency
Strong communication
Analytical thinking

Education

Bachelor’s or Master’s degree

Job description

JPMorgan Chase & Co. in New York is seeking an Advisor Trainee for Global Private Bank.

The Analyst Program builds wealth management expertise across investments, lending, banking, and Trust & Estates, with a five-week immersive global training kickoff and ongoing mentorship. During the program you will network across the firm, learn from senior professionals, and prepare for full-time analyst roles that often advance to Associates.

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