Private Wealth Summer Intern
Citizens or permanent residents only
Core
Support Financial Advisors in providing client service and support functions for high-net-worth individuals and families.
Role type
Summer Intern, Private Wealth Management
Builds
Private Wealth Management Platform
Domain
Financial Services / Private Wealth Management
Deliverable
dashboards & analysis
Required skills
Portfolio analysis, Account creation and maintenance, Client meeting preparation, Business project execution, Analytical skills, Communication skills, Relationship building, Team collaboration, Detail orientation, Multi-tasking
Preferred skills
Finance and economics coursework, SIE certification, Microsoft Word and Excel proficiency