About the role#
The Global Families Group is a New York-based team providing comprehensive wealth management services to international clients. As a full-time Analyst in the 2027 Global Private Bank Advisor Program, you will support advisors and specialists in managing, protecting, and growing client wealth. The program begins with a five-week immersive global training experience designed to build your technical and professional skills while connecting you with peers and senior leadership.
What you'll do#
- Collaborate with advisors and specialists to acquire new clients and serve the needs of existing ones.
- Deliver customized wealth management solutions, including investments, credit, banking, and trust and estate services.
- Participate in ongoing formal and informal training throughout the program.
- Build professional networks and develop expertise in complex financial solutions.
What you'll need#
- Currently pursuing a Bachelor’s or Master’s degree in Finance, Business Administration, Economics, or Accounting.
- Expected graduation date between December 2026 and June 2027.
- Exceptional interpersonal, communication, analytical, and problem-solving skills.
- A genuine interest in financial markets and macro-level economic trends.
- Strong organizational skills with the ability to multitask and exercise discretion with confidential information.
- A desire to work with external clients in a relationship-building and sales capacity.
- Ability to thrive in a collaborative environment.
- Must be authorized to work in the U.S. without employment-based immigration sponsorship.
Location & details#
- Location: New York, NY
- Term: Fall 2027
- Modality: On-site
