JPMorgan Chase 2023 Asset & Wealth Management Global Private Bank LatAm Summer Associate Program in New York, New York
What we do in the Private Bank
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. Throughout this program, you'll learn about our business and our Mexico, Central America, South America, and Brazil clients while building your own expertise.
Our Private Banking teams
We're located in more than 120 offices across 11 countries and 25 states. Guided by industry leaders, our teams deliver best-in-class service for our clients around the world. J.P. Morgan was named 2021's "Best Private Bank in the World" and "Best Private Bank in North America" by Global Finance magazine.
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.
As a future 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 first-class service.
What You Can Expect
In this nine-week internship program, you will focus on client engagement and new business generation. The program begins with a five-day orientation that introduces you to the firm and our Private Bank business. It also includes skills development sessions in markets, sales, and client relationship management. You'll gain exposure to every facet of wealth management, including planning, investing, borrowing, and banking.
Throughout the summer, you will learn the fundamentals of the wealth management business by partnering with a successful Private Banking team, accountable for identifying and managing high net worth and ultra-high net worth client relationships. As an ambassador for J.P. Morgan, you would start to build the key skills of client acquisition and retention through a broad set of solutions. You will work in teams to foster client relationships and present strategic solutions that help our clients achieve their financial goals.
Our dedicated program management group will provide guidance and feedback throughout the program to foster your growth and maximize your experience through training classes, our senior speaker series, market discussions and networking opportunities.
See the Asset & Wealth Management CEO Letter here .
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.
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.
First-year M.B.A. candidates with 3-5 years' work experience
Attend college/university in the U.S.
Cultural knowledge and fluency in Spanish and/or Portuguese
Expected graduation date of December 2023 - Spring 2024
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
New York, NY
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 & Co., one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.
The health and safety of our colleagues, candidates, clients and communities has been a top priority in light of the COVID-19 pandemic. JPMorgan Chase was awarded the "WELL Health-Safety Rating" for all of our 6,200 locations globally based on our operational policies, maintenance protocols, stakeholder engagement and emergency plans to address a post-COVID-19 environment.
As a part of our commitment to health and safety, we have implemented various COVID-related health and safety requirements for our workforce. Employees are expected to follow the Firm's current COVID-19 or other infectious disease health and safety requirements, including local requirements. Requirements include sharing information including your vaccine card in the firm's vaccine record tool, and may include mask wearing. Requirements may change in the future with the evolving public health landscape. JPMorgan Chase will consider accommodation requests as required by applicable law.
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