2027 - Asset & Wealth Management - Global Private Bank Advisor Program (Summer Analyst) - Global Families Group Asia

Program locations: New York, NY and San Francisco, CA. Applications accepted on a rolling basis; early submission is encouraged. Must be authorized to work in the U.S. without requiring employment-based immigration sponsorship.

About the role

As a 2027 Asset & Wealth Management Global Private Bank Global Families Group Asia Summer Analyst, you will work with our teams to understand client needs and examine market activities. You will develop and execute strategies that help clients meet their financial goals. You will partner with bankers, global investment specialists, and estate experts to recommend investment and wealth management solutions that protect, manage, and grow our clients' portfolios.

This nine-week program kicks off with a week of induction, including training and orientation to gain the technical and practical knowledge needed to contribute to our teams. Top performers may receive a full-time offer 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, global investment specialists, wealth advisors, and lending specialists to learn about our business and clients while building your expertise.
• Partner with 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.

Requirements

• Pursuing a Bachelor’s or Master’s degree (Non-MBA) with a graduation date between December 2027 and June 2028.
• Fluency in verbal and written Mandarin and English.
• Currently attending college/university in the U.S.
• 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.
• Good judgment and discretion when working with confidential information.

Pay

Base salary: $100,000 per year (locations: New York, NY and San Francisco, CA).

Schedule

Full-time, nine-week summer program beginning with a week of induction and training.