About the role#
The Global Private Bank Advisor Program within the Global Families Group Asia is a full-time analyst position focused on serving international clients with diverse investment needs. Analysts work alongside advisors and specialists to build relationships, develop complex solutions, and assist clients in protecting, managing, and growing their wealth. The program begins with a five-week immersive global training session, followed by ongoing formal and informal professional development opportunities.
What you'll do#
- Collaborate with a team of advisors and specialists to acquire new clients and support existing ones.
- Contribute to the development of customized wealth management solutions across investment, credit, banking, and trust practices.
- Participate in an initial five-week global training program to build technical and professional skills.
- Engage in continuous learning and development initiatives throughout the program.
What you'll need#
- Currently pursuing a Bachelor’s or Master’s degree with a graduation date between December 2026 and June 2027.
- Fluency in both English and Mandarin (verbal and written).
- Demonstrated interest in financial markets and macroeconomic trends.
- Strong interpersonal, analytical, and problem-solving skills.
- Ability to work effectively in a collaborative, team-oriented environment.
- Candidates must be authorized to work in the U.S. without employment-based immigration sponsorship.
Location & details#
- Locations: New York, NY and San Francisco, CA.
- Modality: On-site.
- Program Term: Summer 2027 start.
