2027 Private Wealth Management Summer Internship
Core
10-week summer internship supporting ultra-high net worth clients with investment advisory, capital allocation, and values-based wealth planning.
Role type
Summer Intern, Private Wealth Management
Builds
Client meeting materials, account onboarding support, portfolio activity reports, and client data requests.
Domain
Private Wealth Management / Ultra-High Net Worth Investing
Deliverable
product features
Required skills
Asset management industry knowledge, equities and fixed income understanding, advanced Excel proficiency, advanced PowerPoint skills, problem identification and escalation, prioritization
Preferred skills
Leadership experience, creative and strategic thinking, passion for finance and investing
Technologies
Excel, PowerPoint
Responsibilities
Support day-to-day activities for a dedicated client base, assist with new client onboarding and account opening, create client meeting materials, troubleshoot client account issues, support portfolio reporting and data requests.
Seniority
Student Intern (Junior/Senior year)