Chase · 3 weeks ago
2027 Global Private Bank Advisor Program (Summer Analyst) - US Private Bank
Atlanta, GA, United States
Full-time
Onsite
New GradChase is a leading financial services firm, and they are seeking Summer Analysts for their Global Private Bank Advisor Program. This role involves building client relationships and providing customized wealth management solutions, with exposure to investments, lending, banking, and trust and estate planning.
BankingFinancial Services
No H1B
Responsibilities
Work with a team of advisors and specialists to bring in new clients and serve existing clients
Deliver highly customized and comprehensive solutions to help protect, manage, and grow wealth
Qualification
Required
Pursuing a Bachelor's or Master's degree (Excluding MBA); Master's must be within 2 years of Bachelor's
Expected graduation date between December 2027 and June 2028
Currently attending a college/university in the U.S
Highly driven, inquisitive, and proactive, with a strong desire to learn
Enjoys working in teams to develop complex solutions
Exceptional interpersonal, communication, analytical, and problem-solving skills
Excellent organizational skills with the ability to multitask in a fast-paced environment
Demonstrates good judgment and discretion with confidential information
Genuine interest in financial markets and macro-level economic trends
Aspires to work with external clients in a relationship-building and sales capacity
Company
Chase
Chase provides broad range of financial services. It is a sub-organization of JP Morgan Chase.
Founded in 2000
10001+ employees
Funding
Current Stage
Late StageLeadership Team
Mike McDonnell
Managing Director, Head of Chase Travel Platform Product
Nicole Sanchez
Managing Director, Consumer Bank, GM and Product Executive, Growth Financial Products
Recent News
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