Private Bank Advisor Summer Analyst – Build Client Wealth

Aumni; United States; On-site; USD 40,000 - 60,000; Full time

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

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.