Private Wealth Summer Intern
Based in United StatesNo visa sponsorshipCitizens or permanent residents only
Core
Support Financial Advisors in portfolio analysis, account maintenance, and client/prospect meeting preparation for high-net-worth individuals.
Role type
Summer Intern, Private Wealth Management
Builds
Client service support and portfolio analytics for high-net-worth clients
Domain
Financial Services / Private Wealth Management
Deliverable
dashboards & analysis
Required skills
Portfolio analysis, account creation and maintenance, client meeting preparation, analytical skills, communication skills, relationship building, multitasking
Preferred skills
Finance and economics coursework, SIE certification, Excel proficiency, Word proficiency
Responsibilities
Partner with Financial Advisors to provide service and support functions, Complete ad-hoc business projects, Prepare for client/prospect meetings
Seniority
Intern