2027 - Asset & Wealth Management - Global Private Bank Advisor Program (Summer Analyst) - LatAm

🏢 JP Morgan
📍 New York, United StatesFull-timeOn-site
📅 Posted: 8mo ago🔄 Updated: 3mo ago
CV%
✨ AI Summary
This Summer Analyst program in Global Private Bank for LatAm offers hands-on exposure to wealth management, including investments, lending, banking, and estate planning. You’ll work with bankers, investment specialists, and advisors to understand client needs, conduct research, and develop solutions while receiving mentorship and training. Eligibility requires pursuing a Bachelor’s or Master’s degree (non-MBA) with expected graduation in late 2027 to mid-2028, and capacity to work in the U.S. Limited sponsorship is available for select STEM-focused finance programs. The role emphasizes teamwork, client relationship skills, and a proactive, analytical approach to financial markets.
Required Skills
Soft Skills & Professional Competencies
Analytical SkillsProblem SolvingCommunicationCollaborationTime ManagementRelationship BuildingData Analysis
Business, Sales & Management
Market Research
Requirements
Pursuing a Bachelor’s or Master’s degree (Non-MBA) with expected graduation around December 2027 to June 2028. Fluency in Spanish and/or Portuguese preferred. Strong teamwork orientation with excellent interpersonal, communication, analytical and problem-solving skills. Ability to thrive in a fast-paced, collaborative environment and demonstrate genuine interest in financial markets and client relationship building. Authorization to work in the U.S. required; limited sponsorship available for certain STEM finance-focused programs.
Description

If you excel at crafting tailored financial solutions and are eager to build strong client relationships, we have an exciting opportunity for you. By joining our Analyst Program, you'll become part of a team dedicated to delivering wealth management solutions and fostering client relationships across Mexico, Central America, South America, and Brazil.
 

As an Advisor Trainee in Global Private Bank within the Latin America team, you will gain exposure to all facets of wealth management, including investments, lending, banking, and trust and estate planning. You will work across teams to understand client goals and deliver first-class client service tailored to their unique needs. 


What You Can Expect

Joining our Summer Analyst Program means you will be joining a team committed to building client relationships and making meaningful contributions to our business with customized wealth management solutions. Working here means joining a collaborative, supportive team. We want your diverse perspective to help us innovate the next wave of products and solutions for our clients. You'll have what you need to succeed – from training and mentorship from senior leaders to projects that engage all your skills. 


Our nine-week program kicks off with a week of induction, where you'll have training and orientation to our businesses and gain the technical and practical knowledge you'll need to start contributing to our teams. Top performers may receive a full-time (for juniors) or returning summer internship (for sophomores) offer at the end of the summer. 
 


Job 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.
  • Learn through one-on-one mentorship, learning sessions and ongoing events to grow your professional network

     

Required qualifications, capabilities, and skills

  • Pursuing a Bachelor’s or Master’s degree (Non-MBA)
  • Expected graduation date of December 2027– June 2028
  • Cultural knowledge and fluency in Spanish and/or Portuguese
  • Highly-driven and enjoy working in teams to develop complex solutions 
  • 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
  • Highly inquisitive, focused and pro-active. Good judgment and discretion when working with confidential information

     

To be eligible for this program, you must be authorized to work in the U.S. We offer limited sponsorship for those enrolled in STEM degree programs that are heavily indexed in finance. 

We will be filling our classes on a rolling basis. We strongly encourage you to submit your application as early as possible before job postings close.

 

Locations:

  • New York, NY
  • Miami, FL
  • Houston, TX

     

At JPMorgan Chase, we're creating positive change for the diverse communities we serve. We do this by championing your innovative ideas through a supportive culture that helps you every step of the way as you build your career. If you're passionate, curious and ready to make an impact, we're looking for you. 

 

JPMorgan Chase is committed to creating an inclusive work environment that respects all people for their unique skills, backgrounds and professional experiences. We strive to hire qualified, diverse candidates, and we will provide reasonable accommodations for known disabilities. 

 

What’s next?

Help us learn about you by submitting a complete and thoughtful application, which includes your resume. Your application and resume are way for us to initially get to know you, so it’s important to complete all application questions so we have as much information about you as possible. After you confirm your application, we will review it to determine whether you meet required qualifications.

You will receive an email invitation to complete a video interview, powered by HireVue. This is your opportunity to further bring your resume to life and showcase your experience for our recruiting team and hiring managers. The HireVue is required, and your application will not be considered for further review until you have completed your HireVue video interview. We strongly encourage that you apply and complete these required elements as soon as possible, since programs will close as positions are filled.

JPMorgan Chase is committed to creating an inclusive work environment that respects all people for their unique skills, backgrounds and professional experiences. We will provide reasonable accommodations for applicants with disabilities.

Visit jpmorganchase.com/careers for upcoming events, career advice, our locations and more.

 

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🎯 Overalli74%
⚡ Skillsi85%
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Ontology Match: 85.0
Matched:✓ Requirements Matching✓ Ontology Skills Mapping
📜 Eligibilityi49%
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Local: 19600%
🏗️ Career Fiti91%
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Seniority: 91.0
📋 Requirementsi67%
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Domain: 67.0
🔥 Motivationi78%
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Title Fit: 78.00