2027 - Asset & Wealth Management - Global Private Bank Advisor Program (Summer Analyst) - Global Families Group Asia jobs in United States
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Chase · 1 week ago

2027 - Asset & Wealth Management - Global Private Bank Advisor Program (Summer Analyst) - Global Families Group Asia

Chase is a leading financial services firm, and they are seeking a Summer Analyst for their Asset & Wealth Management Global Private Bank program. In this role, you will work with teams to understand client needs, develop strategies to meet financial goals, and collaborate with various specialists to deliver tailored wealth management solutions.

BankingFinancial Services
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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
Continuously learn through one-on-one mentorship, learning sessions and ongoing events to grow your professional network

Qualification

Analytical skillsFluency in MandarinFluency in EnglishInterpersonal skillsCommunication skillsOrganizational skillsProblem-solving skillsInterest in financial marketsMultitaskJudgmentDesire for client relationshipsThrive in fast-paced environment

Required

Pursuing a Bachelor's or Master's degree (Non-MBA)
Graduation date of December 2027 through June 2028
Fluency in verbal & written Mandarin and English
Attend college/university in the U.S
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
Good judgment and discretion when working with confidential information

Company

Chase provides broad range of financial services. It is a sub-organization of JP Morgan Chase.

Funding

Current Stage
Late Stage

Leadership Team

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Mike McDonnell
Managing Director, Head of Chase Travel Platform Product
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Nicole Sanchez
Managing Director, Consumer Bank, GM and Product Executive, Growth Financial Products
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