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2026 Asset & Wealth Management Global Private Bank LatAm Summer Associate Program
2 weeks ago
2026 Asset & Wealth Management Global Private Bank LatAm – Summer Associate ProgramEmbark on a transformative journey with . Morgan's Global Private Bank Summer Associate Program. This opportunity offers unparalleled career growth and the chance to work with industry leaders in wealth management. Develop your skills in client engagement and business generation while contributing to a team that values innovation and excellence.As a Summer Associate in the Global Private Bank LatAm, you will learn about our business and our Mexico, Central America, South America, and Brazil clients while building your own expertise. 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. As an ambassador for . Morgan, you would start to build the key skills of client acquisition and retention through a broad set of solutions. 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.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. Job responsibilitiesWork 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 wealthLearn 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.Work in teams to foster client relationships and present strategic solutions that help our clients achieve their financial goals. Required qualifications, capabilities and skillsFirst-year . candidates with 3+ years’ work experienceAttend college/university in the .Cultural knowledge and fluency in Spanish and/or PortugueseExpected graduation date of December 2026 through June 2027Excellent communication and presentation skills, strong quantitative skills, a passion for investing, exceptional organizational skills, and the ability to multitaskExceptional interpersonal, communication, analytical and problem-solving skillsGenuine 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 pro-activeGood judgment and discretion when working with confidential information Locations: New York, NYMiami, FLHouston, TXWe will be filling our classes on a rolling basis. We strongly encourage you to submit your application as early as possible. 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. 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. 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. . Morgan was named 2024s “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. See the Asset & Wealth Management CEO Letter
