As an Advisor Associate, you will focus on business generation and client engagement. You'll gain exposure to every facet of global private bank, including investments, lending, banking, and trust and estate planning.

Valued qualities

We're looking for highly motivated individuals who are energetic and entrepreneurial with a desire to build a business. You should be a self starter who thrives and excels in a competitive industry. You'll also have good judgment, discretion working with confidential information and integrity.

Key skills

You'll need to have 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 who focus on the client experience and will work tirelessly on the client's behalf.

On-the-job experience

Private banking is a relationship and by understanding our clients and their finances, we are able to deliver highly customized and comprehensive solutions in order to help them achieve their goals. As an Advisor, you will drive business results and acquire new assets, both from our existing client base and new client acquisition.

Training

Within the first few months of being an Advisor in Global Private Bank, you will participate in a two-week orientation in New York where you will join others from around the world to participate in workshops and sessions focused on developing client engagement skills, enhancing executive presence and expanding your global network. Following the orientation, formal and informal training opportunities will continue throughout your career.

Career Progression

Our culture of performance, transparency and partnership is driven by objective, transparent goals and active teamwork to foster success. We are committed to helping you grow at all stages of your career.