Job Description

Advisor Intern In Global Private Bank

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 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 Intern 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 service tailored to their unique needs. For up to nine weeks 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.

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)
• Cultural knowledge and fluency in Spanish and/or Portuguese
• Expected graduation date of December 2027 June 2028
• 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

We will be filling our classes on a rolling basis. We strongly encourage you to submit your application as early as possible before job postings close.

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