2027 - Asset & Wealth Management - Global Private Bank Advisor Program (Summer Analyst) - Global Fam

As a 2027 Asset & Wealth Management Global Private Bank Global Families Group Summer Analyst in the Global Families Group, you will work with our teams to understand client needs and examine market activities.

The Global Families Group works exclusively with international individuals and families who have investments, business interests and family circumstances across the United States and globally.

Based in New York City, the team offers a full suite of services encompassing multi-asset class investing, customized lending solutions, cross border wealth planning, fiduciary services, banking, philanthropic advisory, and family office support to clients.

If you enjoy building relationships and helping develop innovative solutions while working in a fast-paced environment, then we have a role for you.

Join a team committed to building client relationships and making meaningful contributions to our business with customized wealth management solutions.

You'll work with a team of bankers, global investment specialists, wealth advisors, and lending specialists.

What to expect

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 offer at the end of the summer.

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.

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.


* Continuously 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)


* Graduation date of December 2027 through June 2028


* 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 relationshi...