Wealth Advisory Intern: Client Insights & Analysis

Bessemer Trust Company, N.A.; Atlanta (GA); On-site; USD 25,000 - 39,000; Part time

Job summary

Bessemer Trust invites a Client Advisory Intern to work with Wealth Advisory professionals serving high-net-worth clients. You will gain exposure to integrated wealth management including investment management, wealth planning, tax and estate planning, client service, and new business development.

The internship includes hands-on experience in asset allocation, portfolio analysis, client communications, and presenting to senior management.

Qualifications

• Pursuing a Bachelor's degree; rising senior required.
• Strong analytical and problem-solving abilities.
• Excellent attention to detail and organizational skills.
• Effective written and verbal communication.
• Proactive learner with intellectual curiosity.

Responsibilities

• Support reporting, analysis, and presentation requests for prospective clients.
• Collaborate with teams to develop portfolio analyses and models.
• Assist with client meetings preparation and materials.
• Participate in projects across wealth management disciplines.

Skills

Analytical skills

Attention to detail

Communication skills

Organizational skills

Team collaboration

Discretion with confidential info

Education

Bachelor’s degree in progress (rising senior)

Tools

Microsoft Office Suite

Job description

Bessemer Trust invites a Client Advisory Intern to work with Wealth Advisory professionals serving high-net-worth clients. You will gain exposure to integrated wealth management including investment management, wealth planning, tax and estate planning, client service, and new business development.

The internship includes hands-on experience in asset allocation, portfolio analysis, client communications, and presenting to senior management.