2027 Global Private Bank Advisor Program

About the Role

• Opportunity to work with a team of advisors and specialists to bring in new clients and serve existing ones within the Global Private Bank.
• Part of the Global Families Group Asia, focused on delivering comprehensive services to international clients with varied investments and interests.
• Deliver highly customized and comprehensive wealth management solutions to protect, manage, and grow wealth.
• Participate in a five-week immersive global training program covering firm knowledge, technical and professional skills, senior executive insights, and global networking.
• Ongoing formal and informal training opportunities throughout the Advisor Training Program.
• Contribute to client financial goals by delivering solutions across investments, credit, banking, and Trust & Estates.

Key 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.

Requirements & Tech Stack

• Fluent in verbal and written Mandarin and English.
• Team-oriented and driven to develop complex solutions.
• Strong interpersonal, communication, analytical, and problem-solving skills.
• Excellent organizational skills with the ability to multitask.
• Interest in financial markets and macroeconomic trends.
• Aspiration to work with clients in relationship building and sales.
• Ability to thrive in a fast-paced, collaborative environment.
• Inquisitive, focused, proactive, with good judgment and discretion.

Qualifications

• Pursuing a Bachelor's or Master's degree.
• Graduation date between December 2026 through June 2027.
• Authorized to work in the U.S. (no employment-based immigration sponsorship offered).

Locations

• New York, NY
• San Francisco, CA