2027 Global Private Bank Advisor Program (Full-time Associate) - US Private Bank
About The Position
The Global Private Bank Advisor Program is an associate training program for MBA candidates graduating between December 2026 and June 2027. Associates gain exposure to investments, lending, banking, and trust and estate planning while supporting client relationships and developing expertise in wealth management. They partner with bankers, investment specialists, wealth advisors, and lending specialists to understand clients’ individual needs and deliver customized wealth management solutions. The program provides guidance and feedback from a dedicated program management group, along with training classes, a senior speaker series, market discussions, and networking opportunities. It offers opportunities to develop client engagement and business-generation skills and to work with experienced professionals in wealth management.
Requirements
- Be an MBA candidate with at least 3 years of work experience.
- Attend a college or university in the United States.
- Have an expected graduation date between December 2026 and June 2027.
- Have excellent communication and presentation skills, strong quantitative skills, a passion for investing, exceptional organizational skills, and the ability to multitask.
- Have exceptional interpersonal, communication, analytical, and problem-solving skills.
- Have a genuine interest in financial markets and macro-level economic trends.
- Have a desire to ultimately work with external clients in a relationship-building and sales capacity.
- Be able to thrive in a fast-paced, collaborative environment.
- Be highly inquisitive, focused, and proactive.
- Exercise good judgment and discretion when working with confidential information.
- Be authorized to work in the United States; employment-based immigration sponsorship and assistance with other immigration sponsorship or benefits, including OPT or CPT, are not offered.
Responsibilities
- Work with advisors and specialists to bring in new clients and serve existing clients.
- Deliver customized, comprehensive solutions to help protect, manage, and grow wealth.
- Learn the fundamentals of wealth management by partnering with a Private Banking team that identifies and manages high-net-worth and ultra-high-net-worth client relationships.
- Work in teams to foster client relationships and present strategic solutions that help clients achieve their financial goals.
Benefits
- Comprehensive health care coverage
- On-site health and wellness centers
- Retirement savings plan
- Backup childcare
- Tuition reimbursement
- Mental health support
- Financial coaching
- Competitive total rewards package; eligible roles may receive commission-based pay and/or discretionary incentive compensation.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
