2027 - Asset & Wealth Management - Global Private Bank Advisor Program (Summer Analyst) - LatAm
Chase
Analyst Program 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. Job 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. Required Qualifications, Capabilities, and Skills 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. Locations: New York, NY Miami, FL Houston, TX At JPMorgan Chase, we’re creating positive change for the diverse communities we serve. We do this by championing your innovative ideas through a supportive culture that helps you every step of the way as you build your career. If you’re passionate, curious and ready to make an impact, we’re looking for you. JPMorgan Chase is committed to creating an inclusive work environment that respects all people for their unique skills, backgrounds and professional experiences. We strive to hire qualified, diverse candidates, and we will provide reasonable accommodations for known disabilities. #J-18808-Ljbffr Chase
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Our Global Markets Americas (GMA) team... ..., private banks and global institutions... ...opportunities across every asset class, to... ...Internship Program is rotational -... ...year of Winter 2027 - Spring 2028... ...understanding of management accounting Fast... ...What Does Our Summer Internship Program...Summer workPrivateAssetInternshipSummer internshipLocal area- ...International Private Bank, specifically for our LATAM South region... ...As a Program Banker Analyst in the International... ...bankers, global investment specialists... ..., capital advisors, and trust... ..., multi-asset class investments, wealth advisory and... ...and manage follow up communication...PrivateAssetWork experience placement
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...Private Bankers at Citi develop and... ...develop tailored wealth management strategies.... ...resources, often global, to achieve... ...quality Private Bank client... ...advocate and trusted advisor (primary contact... ...clients and assets, by driving compliance... ...and wellness programs. Citi also...PrivateAssetFull time- ...Non-Self-Sustaining Advisor with Goldman Sachs &... ...Create comprehensive wealth management plans for ultra-high... ...encompasses all global asset classes, including public... ...funds, real estate, private equity and bank lending. Work one-... ...in Mexico and LatAM; managing the operations...PrivateAssetLocal area
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...J.P. Morgan Wealth Management - Vice President - Private Wealth Planner... ...will partner with advisors and clients to... ...goals and the asset allocation needed... ...engagement of bank-only clients with... ...of benefits and programs to meet... ...they bring to our global workforce are directly...PrivateAssetWork at office- ...Executive, with several global offices, is a... ...more than 3 decades of wealth management industry experience.... ...chip international banks, wealth management firms, private offices, legal/professional... ...private wealth advisor (PWA) currently managing the assets of UHNW...PrivateAssetFor contractorsLocal area
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...businesses and sources of wealth generation.... ...Serve as a trusted advisor to clients who frequently... ...to the Citi Private Bank. Effectively manage client expectations... ...Citigroup, its clients and assets, by driving compliance... ...; and wellness programs. Eligible employees...PrivateAssetFull time$116.2k - $212.9k
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