Latam Swiss Program Analyst

If you enjoy building relationships and helping develop innovative solutions while working in a fast-paced environment, then we have the role for you. 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. You’ll work with a team of bankers, investment specialists, wealth advisors, and lending specialists. 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. You'll have what you need to succeed – from training and mentorship from senior executives to projects that engage all your skills.

 

During our Advisor Training Program, you'll gain exposure to every facet of wealth management, including investments, lending, banking, and trust and estate planning.

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.

 

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.

 

If you're a highly driven person who enjoys working in teams to develop complex solutions, this is the role for you. Key skills include:

• Exceptional interpersonal, communication, logical thinking 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 considerate
• Good judgment and discretion when working with confidential information
• English and Spanish fluent, other languages nice to have