Private Wealth Summer Intern

Challenging curriculum with a highly-ranked Private Wealth Management team.

Our mandate for the internship is to ensure your full understanding of financial planning and investment strategy within private wealth management. To fulfill our mandate, we structure each week in a building block manner. By the end of 8 weeks, you will harness all your knowledge to “pitch” for your first prospect’s business. Your presentation will be to an ultra-high-net-worth family – with an eclectic mix of needs and demands. It will require an effective aggregate skill-set – unrivaled relative to your peers within the wealth management universe – to win the business.

By the end of our curriculum, you will have the tools to succeed in the wealth management ecosystem from day 1.

Requirements and qualifications:

• Excellent research and writing skills
• Strong communication abilities
• Experience with Microsoft Office Suite or Google platforms
• Time management and critical thinking skills
• Taking initiative