If you enjoy building relationships and helping develop innovative solutions while working in a fast-paced environment, then we have the role for you. Our advisors help clients achieve their financial goals by delivering the right solutions and services across our industry leading investments, credit, banking and Trust & Estates practices. This individualized attention supports our clients' unique goals and helps build, preserve and manage their wealth over time.

As an Advisor Analyst Trainee in Global Private Bank, you will work with a team of bankers, investment specialists, wealth advisors, and lending specialists. For the entirety of the Advisor Training Program, you'll have ongoing formal and informal training opportunities, as well as continued opportunities for development, engagement, and the opportunity to participate in program initiatives. You'll have what you need to succeed – from training and mentorship from senior executives to projects that engage all your skills.  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.

Joining our Advisor Training 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. Throughout the program, you'll learn about our business and our clients while building your own expertise. 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.

 

Job responsibilities 

Work with our team of advisors and specialists to bring in new clients and to serve existing onesDeliver highly customized and comprehensive solutions to help protect, manage and grow wealthUnderstand our clients’ unique needs and tailor your approach to exceed expectations requiring work across teams and the firm to provide first-class service

 

Required qualifications, capabilities, and skills 

Highly driven person who enjoys working in teams to develop complex solutionsExceptional interpersonal, communication, logical thinking and problem-solving skillsExcellent organizational skills and ability to multitaskGenuine interest in financial markets and macro-level economic trendsDesire to ultimately work with external clients in a relationship building and sales capacityAbility to thrive in a fast-paced, collaborative environmentHighly inquisitive, focused and considerateGood judgment and discretion when working with confidential informationfluency in German and English 

 

Preferred qualifications, capabilities, and skills

additional EU language is preferable but not essential.banking experience is preferable.