2027 Summer Intern Private Wealth Management New York
Hybrid · United StatesNo visa sponsorship
Core
10-week summer internship in Private Wealth Management focusing on client relationship development, wealth strategy, and business support.
Role type
Summer Intern, Private Wealth Management
Builds
Client relationships, business opportunities, and support for investment strategies and banking solutions.
Domain
Banking / Private Wealth Management
Deliverable
client delivery
Required skills
Client relations, Client service, Communication, Microsoft Excel, Microsoft Office
Preferred skills
Analytical skills, Problem-solving, Adaptability, Strategic thinking
Responsibilities
Develop client relationships, Understand investment strategies and macroeconomic trends, Support sales initiatives, Learn estate planning and holistic wealth management, Explore banking solutions including loans and deposits.
Seniority
Intern