2025 Asset & Wealth Management Global Private Bank

2 weeks ago


San Francisco, United States JPMorgan Chase & Co Full time

**JOB DESCRIPTION**
2025 Global Private Bank Global Families Group Asia Summer Analyst Program

The Global Families Group works exclusively with international individuals and families who have investments, business interests and family circumstances across the United States and the Asia Pacific region. Based in San Francisco, the team offers a full suite of services encompassing multi-asset class investing, customized lending solutions, cross border wealth planning, fiduciary services, banking, philanthropic advisory, and family office support to clients that are primarily based in the Greater China region and California.

If you enjoy building relationships and helping develop innovative solutions while working in a fast-paced environment, then we have a role for you. Spend your summer with our industry experts learning what it takes to offer first-class service for a leading client franchise.

Join a team committed to building client relationships and making meaningful contributions to our business with customized wealth management solutions. You'll work with a team of bankers, global investment specialists, wealth advisors, and lending specialists.
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. You'll have what you need to succeed - from training and mentorship from senior leaders to projects that engage all your skills.

See the Asset & Wealth Management CEO Letter here.

**What to expect**
Our nine-week program kicks off with a week of induction, where you'll have training and orientation to our businesses and gain the technical and practical knowledge you'll need to start contributing to our teams. Top performers may receive a full-time offer at the end of the summer.

**You'll also**:

- Work with our teams to understand client needs and examine market activities to develop and execute strategies that help clients meet their financial goals
- Partner with bankers, global investment specialists and estate experts to help recommend investment and wealth management solutions that protect, manage and grow our clients' portfolios
- Collaborate with various teams, including but not limited to market strategy, equity, and alternative investment teams to conduct research and analysis, develop products and respond to client needs
- Continuously learn through one-on-one mentorship, learning sessions and ongoing events to grow your professional network

**About you**
If you're highly-driven and enjoy working in teams to develop complex solutions, this is the role for you.

Key skills include:

- Fluency in verbal & written Mandarin and English is mandatory, other Chinese dialects such as Cantonese and Taiwanese are a plus.
- Expected graduation date of December 2025 - June 2026 from Bachelor’s or Master’s program.
- Authorization to work in the U.S.
- To be eligible for this program, you must be authorized to work in the U.S. We do not offer any type of employment-based immigration sponsorship for this program. Likewise, JPMorgan Chase, will not provide any assistance or sign any documentation in support of any other form of immigration sponsorship or benefit including optional practical training (OPT) or curricular practical training (CPT.)
- 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
- Ability to thrive in a fast-paced, collaborative environment
- Highly inquisitive, focused and pro-active
- Good judgment and discretion when working with confidential information

**Our Locations**:

- San Francisco, CA
- New York, NY

**Join us**
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.

**What’s next?**

©2023 JPMorgan Chase & Co. JPMorgan Chase is an equal opportunity and affirmative action employer Disability/Veteran

**ABOUT US**

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 offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location. For those in eligible roles, we offer discretionary incentive compensation which may be awarded in recognition of firm performance and individual



  • San Francisco, United States Comerica Bank Full time

    Private Banking AdvisorThe Private Banking Advisor will serve as primary relationship advisor for high net worth and ultra-high net worth, multi-generational clients. Responsible for developing and deepening client relationships through needs-based, high-level client service and through delivery of the full suite of Comerica Wealth solutions. Accomplished...

  • Private Banking Advisor

    Found in: beBee S US - 2 weeks ago


    San Francisco, United States Comerica Bank Full time

    Private Banking AdvisorThe Private Banking Advisor will serve as primary relationship advisor for high net worth and ultra-high net worth, multi-generational clients. Responsible for developing and deepening client relationships through needs-based, high-level client service and through delivery of the full suite of Comerica Wealth solutions. Accomplished...

  • Private Banking Advisor

    Found in: beBee jobs US - 5 days ago


    San Francisco, California, United States Comerica Bank Full time

    Private Banking AdvisorThe Private Banking Advisor will serve as primary relationship advisor for high net worth and ultra-high net worth, multi-generational clients. Responsible for developing and deepening client relationships through needs-based, high-level client service and through delivery of the full suite of Comerica Wealth solutions. Accomplished...


  • San Francisco, United States Bank of Montreal Full time

    Application Deadline:05/09/2024 Address:180 Montgomery St. Job Family Group:Wealth Sales & Service. Strategic Context. Our vision is to be the single reference point for service to families of significant wealth. Our mission is to be the family offic Relationship Manager, Analyst, Wealth, Business Development, Private, Wealth Advisor, Banking, Business...


  • San Francisco, United States Comerica Full time

    Private Banking AdvisorThe Private Banking Advisor will serve as primary relationship advisor for high net worth and ultra-high net worth, multi-generational clients. Responsible for developing and deepening client relationships through needs-based, high-level client service and through delivery of the full suite of Comerica Wealth solutions. Accomplished...

  • Wealth Consultant

    Found in: Resume Library US A2 - 7 days ago


    San Francisco, California, United States First Citizens Bank Full time

    Overview: The Wealth Consultant identifies, engages, acquires, and retains high net worth clients and prospects in holistic wealth management planning. Serves as a primary relationship manager for high net worth clients and families, while coordinating advice and activities with other members of the Wealth team. Determines and develops revenue-producing...


  • San Francisco, United States Disability Solutions Full time

    Job Description:This role will team with our Financial Advisors in our Wealth Management business, bringing our solutions and services to life for our clients. They will focus the majority of their time deepening relationships by connecting clients to our checking, savings and credit card solutions along with leveraging our referral model to Wealth...

  • Associate, Private Equity, Technology Investments Group

    Found in: Jooble US O C2 - 13 hours ago


    San Francisco, CA, United States GIC Private Limited Full time

    GIC is one of the world's largest sovereign wealth funds. With over 2,000 employees across 11 locations around the world, we invest in more than 40 countries globally across asset classes and businesses. Working at GIC gives you exposure to an extraordinary network of the world's industry leaders. As a leading global long-term investor, we Work at...

  • Portfolio Advisor, US Wealth

    Found in: Talent US C2 - 6 days ago


    San Francisco, United States 10500 WMC Wellington Management Company LLP Full time

    About the Role THE POSITION We are seeking a talented, driven individual to fill a Portfolio Advisor, Wealth position. The candidate will be responsible for generating investment sales to financial advisors at wire-houses, independent and national/regional broker dealers. The primary focus will be marketing Wellington’s expanding platform of...

  • VP, Relationship Banking Manager

    Found in: Jooble US O C2 - 2 weeks ago


    San Diego, CA, United States JPMorgan Chase & Co. Full time

    We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan’s U.S. Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team...


  • San Francisco, United States Bank of America Full time

    **Skills & Qualifications**: - 3+ years experience in the financial services industry - Proven results exceeding goals in a client-centric, results-driven environment - Demonstrated ability to influence and collaborate with others outside of reporting authority to achieve shared goals - Proven client service skills and the ability to resolve problems...


  • San Francisco, United States Advantage xPO Full time

    Advantage xPO is currently looking for a bright, energetic and friendly Administrative Assistant to support a busy and highly successful Private Wealth Management office within one of the most prestigious global financial services firms. The ideal candidate should possess at least two years of administrative support experience from a corporate...

  • SVP, Emerging Corporates Subsector Head

    Found in: Jooble US O C2 - 13 hours ago


    San Francisco, CA, United States Citi Private Bank Full time

    The EC Digital Tech & Communications Global Technology Subsector Head is responsible for directly originating and managing Citi’s coverage and expansion efforts for corporate clients within this subsector that are headquartered in the United States and generate revenues from $10MM to $100MM+. This role will primarily cover non-sponsor backed clients and...

  • 2025 Guggenheim Securities Investment Banking Summer Analyst

    Found in: Jooble US O C2 - 2 weeks ago


    San Francisco, CA, United States Guggenheim Partners Full time

    2025 Guggenheim Securities Investment Banking Summer Analyst – Menlo Park TMT page is loaded 2025 Guggenheim Securities Investment Banking Summer Analyst – Menlo Park TMT S. time type Full time posted on Posted 7 Days Ago job requisition id 13584 Job Description: We are seeking exceptional Analyst Interns to join our Investment Banking team in...


  • San Francisco, United States CEDENT Full time

    Terms of Hire: Full Time. Job description: Business Overview Client Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Client Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management,...

  • Wealth Manager

    1 week ago


    San Francisco, United States augmentjobs Full time

    Job DescriptionJob DescriptionJob Description:As a Wealth Manager, you will be responsible for providing comprehensive financial planning and investment management services to high-net-worth individuals, families, and institutions. Your role involves understanding clients' financial goals and objectives, assessing their risk tolerance, and developing...


  • San Francisco, United States Bank Full time

    Job DescriptionJob DescriptionLooking for a dedicated person with banking experience. Must have great attention to detail, communication skills, and be eager to learn. Demanding position with opportunity for growth.Open new accounts (business and personal)Communicate clearly and professionally in person, over the phone, and in email.Work well under pressure...


  • San Diego, United States Centura Wealth Advisory Full time

    Centura Investment Advisory is seeking a Wealth Strategist to be a key member of our consulting and client-facing advisory team.As a Wealth Strategist you would be responsible for managing your client base in a team-oriented environment. Our environment is collaborative, fast paced and results oriented. Our Wealth Strategists are optimistic, intellectually...

  • VP/Director, Global Families Institute

    Found in: Jooble US O C2 - 13 hours ago


    San Francisco, CA, United States Knewin Full time

    Who You’ll Work With: Bernstein’s Global Families Institute helps individuals and families with multi-jurisdictional exposure answer complex tax and wealth transfer planning questions. Our mandate is to collaborate with clients’ other professionals, as well as internally, to provide actionable advice for clients as it relates to planning for...


  • San Diego, United States Centura Wealth Advisory Full time

    Centura Investment Advisory is seeking a Wealth Strategist to be a key member of our consulting and client-facing advisory team. As a Wealth Strategist you would be responsible for managing your client base in a team-oriented environment. Our environment is collaborative, fast paced and results oriented. Our Wealth Strategists are optimistic, intellectually...