2027 Global Private Bank Advisor Program (Summer Analyst) - US Private Bank - Raleigh, NC
On-site · Raleigh, North Carolina, United States
Job Summary
Advisor Trainee in Global Private Bank Summer Analyst program; gain exposure to wealth management across investments, lending, banking, and Trust & Estates; work with a team of advisors and specialists to bring in new clients and serve existing clients; deliver highly customized and comprehensive solutions to protect, manage, and grow wealth; nine-week induction/training with potential for a full-time offer; emphasizes relationship-building, client service, and collaboration across teams to tailor solutions for clients' goals; strong communication, analytical, and problem-solving skills, plus genuine interest in financial markets.
Required Qualifications
- Pursuing a Bachelor’s or Master’s degree (Excluding MBA)
- Graduation date of December 2027 through June 2028
- Attend college/university in the U.S.
- Excellent interpersonal, communication, analytical and problem-solving skills
- Ability to thrive in a fast-paced, collaborative environment
- Desire to ultimately work with external clients in a relationship building and sales capacity
- Good judgment and discretion when working with confidential information
- Strong interest in financial markets and wealth management
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