About The Position

If you excel at crafting tailored financial solutions and are eager to build strong client relationships, we have an exciting opportunity for you. By joining our Analyst Program, you'll become part of a team dedicated to delivering wealth management solutions and fostering client relationships across Mexico, Central America, South America, and Brazil. 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. What You Can Expect Joining our Summer Analyst Program means you will be joining a team committed to building client relationships and making meaningful contributions to our business with customized wealth management solutions. Working here means joining a collaborative, supportive team. We want your diverse perspective to help us innovate the next wave of products and solutions for our clients. You'll have what you need to succeed – from training and mentorship from senior leaders to projects that engage all your skills. Our nine-week program kicks off with a week of induction, where you'll have training and orientation to our businesses and gain the technical and practical knowledge you'll need to start contributing to our teams. Top performers may receive a full-time (for juniors) or returning summer internship (for sophomores) offer at the end of the summer.

Requirements

  • Pursuing a Bachelor’s or Master’s degree (Non-MBA)
  • Expected graduation date of December 2027– June 2028
  • Cultural knowledge and fluency in Spanish and/or Portuguese
  • Highly-driven and enjoy 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
  • To be eligible for this program, you must be authorized to work in the U.S. We offer limited sponsorship for those enrolled in STEM degree programs that are heavily indexed in finance.

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.
  • Learn through one-on-one mentorship, learning sessions and ongoing events to grow your professional network
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