2027 Global Private Bank Advisor Program - Global Families Group - Full Time Analyst
About The Position
Join the Global Families Group, a New York-based team dedicated to providing comprehensive services to international clients with diverse investments and interests. This role offers the opportunity to build relationships, develop innovative solutions, and contribute to our business with customized wealth management solutions. You'll collaborate with a team of experts in a fast-paced environment, gaining valuable experience and training. As a 2027 Global Private Bank Advisor in the Global Families Group, you will have the opportunity to work with a team of advisors and specialists to bring in new clients and serve existing ones. Your role will involve delivering highly customized and comprehensive solutions to help protect, manage, and grow wealth. The program begins with a five-week immersive global training program, in which you will join incoming Analysts from around the world to learn more about the firm and how we do business, build technical and professional skills, hear from senior executives and build global networks. For the entirety of the Advisor Training Program, you'll have ongoing formal and informal training opportunities, as well as continued opportunities for development, engagement, and the opportunity to participate in program initiatives. Our advisors help clients achieve their financial goals by delivering the right solutions and services across our industry leading investments, credit, banking and Trust & Estates practices. This individualized attention supports our clients' unique goals and helps build, preserve and manage their wealth over time. We're looking for someone who enjoys working in teams to develop complex solutions, and has a genuine interest in financial markets and macro-level economic trends.
Requirements
- Pursuing a Bachelor’s or Master’s degree
- Graduation date of December 2026 through June 2027
- Highly driven person who enjoys 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
- Good judgment and discretion when working with confidential information
- Authorized to work in the U.S. (no employment-based immigration sponsorship offered, including for OPT or CPT)
Responsibilities
- Work with a team of advisors and specialists to bring in new clients and serve existing clients
- Deliver highly customized and comprehensive solutions to help protect, manage, and grow wealth
Benefits
- Comprehensive set of benefits choices to meet different employee needs and lifestyles
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
Associate degree
