Advisor Trainee

Job Description

2027 Global Private Bank Advisor Program – LatAm Private Bank – Full-time Analyst | JPMorganChase

The Tone:
This is a full-time Analyst program at JPMorganChase, located in New York, NY, Miami, FL, or Houston, TX. JPMorganChase is a global financial institution dedicated to delivering comprehensive wealth management solutions and fostering enduring client relationships. This program offers an exciting opportunity to build, preserve, and manage clients’ wealth over time by crafting tailored financial solutions and providing first-class service across diverse financial needs. The role is integral to supporting high-net-worth clients across Mexico, Central America, South America, and Brazil in achieving their unique financial goals.

The TL;DR
• Role: Early Career
• Type: Full-time
• Location: In-person, New York, NY

• Team: Collaborates with cross-functional wealth management and investment teams.
• Mission: Understand client needs and develop tailored strategies to help them meet their financial goals.

What You’ll Actually Do
• Strategy: Work with our teams to understand client needs and examine market activities, developing and executing customized strategies that help clients meet their financial goals.
• Collaboration: Collaborate closely with a dedicated team of bankers, investment specialists, wealth advisors, and lending specialists to provide holistic client service.
• Research: Engage with various teams, including market strategy, equity, and alternative investment teams, to conduct research and analysis, develop products, and respond effectively to client needs as part of a Solutions Team.
• Development: Continuously learn and grow through one-on-one mentorship, structured learning sessions, and ongoing events designed to expand your professional network and expertise within the firm.
• Exposure: Gain comprehensive exposure to every facet of wealth management, including investments, lending, banking, and trust and estate planning, to develop a well-rounded understanding of client solutions.

The Must-Haves
• Background: Pursuing a Bachelor’s or Master’s degree, with an expected graduation date between December 2026 and June 2027, qualifying for an early career analyst program.
• Experience: Demonstrated genuine interest in financial markets and macro-level economic trends, coupled with a clear desire to ultimately work with external clients in a relationship-building and sales capacity.
• Skills: Possess cultural knowledge and fluency in Spanish and/or Portuguese, exhibit exceptional interpersonal, communication, analytical, and problem-solving skills, and demonstrate excellent organizational abilities with good judgment and discretion for confidential information.
• Bonus: Highly-driven, enjoys working collaboratively in teams to develop complex solutions, and capable of thriving effectively within a fast-paced environment.