2027 Asset & Wealth Management International Private Bank LatAm MBA Summer Associate Program
At a glance
- Location
- Houston, TX
- Work type
- Onsite
- Category
- MBA
J.P. Morgan Global Private Bank LatAm MBA Summer Associate Program for 2027. 9-week internship based in US offices (Miami or Houston) focusing on client engagement, new business generation, and wealth management solutions for Latin America clients, with mentorship and skills development.
What they are looking for
Location: Houston, TX, United States Department: Private Bankers
Embark on a transformative journey with J.P. Morgan's Global Private Bank LatAm MBA 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 an MBA Summer Associate in the Global Private Bank LatAm, you will learn about our business and our Mexico and South America 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 J.P. Morgan, you will 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 responsibilities
Work with our team of advisors and specialists to bring in new clients and to serve existing ones
Deliver highly customized and comprehensive solutions to help protect, manage, and grow wealth
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.
Work in teams to foster client relationships and present strategic solutions that help our clients achieve their financial goals.
Required qualifications, capabilities, and skills
First-year M.B.A. candidates with 3+ years’ work experience
Cultural knowledge and fluency in Spanish
Expected graduation date of December 2027 through June 2028
Excellent communication and presentation skills, strong quantitative skills, a passion for investing, exceptional organizational skills, and the ability to multitask
Exceptional interpersonal, communication, analytical and problem-solving skills
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
Locations
Miami, FL
Houston, TX
Summer Associates interning with the LatAm South team will be based in the Miami office, while those interning with the Mexico team will be based in the Houston office.
We 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. J.P. 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 here.