2027 - Asset & Wealth Management - Global Private Bank Advisor Program (Summer Analyst) - LatAm

About the role

As an Advisor Trainee in Global Private Bank within the Latin America team, you will gain exposure to all facets of wealth management, including investments, lending, banking, and trust and estate planning. You will work across teams to understand client goals and deliver first-class client service tailored to their unique needs across Mexico, Central America, South America, and Brazil.

Our nine-week Summer Analyst Program kicks off with a week of induction, including training and orientation to our businesses. Top performers may receive a full-time offer (for juniors) or a returning summer internship offer (for sophomores) at the end of the summer.

Responsibilities

• Work with teams to understand client needs and examine market activities to develop and execute strategies that help clients meet their financial goals.
• Collaborate with bankers, investment specialists, wealth advisors, and lending specialists to learn about our business and clients while building your expertise.
• Engage with various teams, including market strategy, equity, and alternative investment teams, to conduct research, develop products, and respond to client needs as part of a Solutions Team.
• Learn through one-on-one mentorship, learning sessions, and ongoing events to grow your professional network.

Requirements

• Pursuing a Bachelor's or Master's degree (Non-MBA) with an expected graduation date of December 2027–June 2028.
• Cultural knowledge and fluency in Spanish and/or Portuguese.
• Highly-driven with a passion for 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 work with external clients in a relationship-building and sales capacity.
• Ability to thrive in a fast-paced, collaborative environment.
• Highly inquisitive, proactive, and able to exercise good judgment with confidential information.
• Authorized to work in the U.S. (Limited sponsorship available for STEM degree programs heavily indexed in finance).

Locations

• New York, NY
• Miami, FL
• Houston, TX