Build long-term client relationships

For more than 200 years, we have been working with innovators, entrepreneurs, industry leaders and their families to help them achieve their unique ambitions, secure their legacies and make a difference in the world. That means providing meaningful, tailored advice now and across generations. The Private Bank helps clients plan, invest, borrow and bank to create the life and legacy they envision.

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Program information

Learn more about our Global Private Bank Analyst program

During our Advisor Analyst program, you'll gain exposure to every facet of Global Private Bank, including investments, lending, banking, and trust and estate planning.

During our Investment Solutions Analyst program, you'll work with specialists to help research, analyze, and develop global investment strategies and opportunities for our clients.

 

Valued qualities

We're looking for highly motivated students with a unique blend of interpersonal and analytical skills. You should have a genuine interest in financial markets, investing and macro-level economics as well as energy, confidence and the ability to take initiative. You'll also have good judgment, discretion working with confidential information and integrity.

 

Key skills

You'll need excellent communication and presentation skills, strong quantitative skills, a passion for investing, exceptional organizational skills and the ability to multitask. We're looking for those with diverse backgrounds who can genuinely connect with our clients.

 

On-the-job experience

As an Advisor you'll work with our team of advisors and specialists to bring in new clients and to serve existing ones. We deliver highly customized and comprehensive solutions to help protect, manage and grow wealth. No client has identical goals, so understanding their unique needs and tailoring our approach to exceed expectations requires work across teams and the firm to provide the highest client service.

Working in Investment Solutions, and depending on your team, you may advise on financial strategies, build investment portfolios, provide research and analysis, or assist with product development.

 

Training

The program begins with a regional new hire orientation followed by a global training program in New York. Incoming Analysts from around the world gather to learn more about the firm and how we do business, build technical and professional skills, hear from senior executives and build their global peer networks. For the entirety of the program, you'll have formal and informal training opportunities.

 

Career Progression

You'll be encouraged to network across the firm and discover all our opportunities as you consider your next career move. After the program, many full-time Analysts are promoted to Associates and build long-lasting careers with us.

 

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Where we work

Our presence in over 100 markets around the globe means we can serve millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients.

United States
United Kingdom
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