Private Wealth Advisory Intern

bessemer; Miami (FL); On-site; USD 55,000 - 62,000; Part time

Job summary

Bessemer Trust is seeking a Client Advisory Intern to work with Wealth Advisory and Client Advisory professionals serving high-net-worth individuals and families. You will gain hands-on experience in asset allocation, portfolio analysis, tax transition, and client presentations while collaborating with Investment, Tax, and Estate Planning teams across the firm.

You’ll be trained in proprietary and licensed software and databases, with a capstone presentation to senior management at the program's

Qualifications

• Pursuing a Bachelor’s degree; rising senior required.
• Interest in financial services and wealth management preferred.
• Strong analytical and problem-solving abilities.
• Excellent written and verbal communication skills.
• Detail-oriented with strong organizational skills.
• Able to collaborate effectively within a team.

Responsibilities

• Support Wealth Advisory reporting, analysis, and presentation requests for prospective clients.
• Provide portfolio analyses and models with Quantitative Analysis group.
• Assist with materials for client meetings and presentations.
• Contribute to projects illustrating Bessemer’s wealth-management approach.
• Support for client service alongside Investment, Tax, and Estate Planning teams.
• Perform cash management and assist with account activity processing.

Skills

Analytical skills

Communication skills

Attention to detail

Curiosity/learnability

Organizational skills

Team collaboration

Professionalism and discretion

Microsoft Office proficiency

Education

Bachelor’s degree in progress

Tools

Microsoft Office Suite

Job description

Bessemer Trust is seeking a Client Advisory Intern to work with Wealth Advisory and Client Advisory professionals serving high-net-worth individuals and families. You will gain hands-on experience in asset allocation, portfolio analysis, tax transition, and client presentations while collaborating with Investment, Tax, and Estate Planning teams across the firm.

You’ll be trained in proprietary and licensed software and databases, with a capstone presentation to senior management at the program's