No client has identical goals, so understanding their unique needs and tailoring our approach to exceed expectations requires work across teams and the firm to provide first-class service. Working here means joining a collaborative, supportive team and we want your diverse perspective to help provide best in class wealth planning and advise to our clients. You'll have what you need to succeed – from training and mentorship from senior leaders to projects that engage all your skills.

As an Analyst in the Global Private Bank Advisor Training Program, you will gain exposure to every facet of wealth management, including investments, lending, banking, and trust and estate planning. You will work with our team of advisors and specialists to bring in new clients and to serve existing ones and deliver highly customized and comprehensive solutions to help protect, manage, and grow wealth. 

Job Responsibilities

• Build relationships with a team of bankers, investment specialists, wealth advisors, and lending specialists
• Establish trusted relationship with both existing and prospective clients
• Use your diverse perspective to help us solve complex private client needs
• Develop innovative solutions while working in a fast-paced environment
• Make meaningful contributions to our business with customized wealth management solutions

Required Qualifications, Capabilities, and Skills

• Bachelor’s degree in any discipline
• 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