Wealth Advisory Intern: Client & Portfolio Support

Bessemer Trust; West Palm Beach (FL); On-site; USD 55,000 - 62,000; Full time

Job summary

Bessemer Trust is offering a Client Advisory Intern program designed to immerse you in our integrated wealth management approach. You will work alongside Wealth Advisory and Client Advisory professionals serving high-net-worth individuals and families, gaining hands-on experience across portfolio analysis, tax and estate planning, and client service.

Throughout the internship you will build skills in asset allocation modeling, portfolio analyses, and client presentations, with training in

Qualifications

• Pursuing a Bachelor’s degree with rising senior status.
• Interest in private wealth management or related fields preferred.
• Strong analytical and problem-solving abilities.
• Excellent attention to detail and eagerness to learn.
• Effective written and verbal communication skills.
• Strong organizational skills and ability to manage multiple priorities.
• Collaborative mindset and team effectiveness.
• Professionalism and discretion with confidential information.
• Proficiency in Microsoft Office Suite required.

Responsibilities

• Support Wealth Advisory reporting, analysis, and presentation requests for prospective clients.
• Provide portfolio analyses and models in collaboration with Quantitative Analysis group.
• Collaborate with Investment, Tax, Estate Planning, and other professionals to understand client portfolios and goals.
• Prepare materials for prospective client meetings and presentations.
• Participate in projects exposing you to Bessemer's wealth management approach.
• Handle other responsibilities as assigned.
• Support Client Advisory teams for meetings and day-to-day service needs.
• Assist with client communications and routine requests with outside advisors.
• Perform cash management tasks and process payments.

Skills

Analytical skills

Attention to detail

Curiosity

Communication skills

Organizational Skills

Team player

Discretion

MS Office

Financial services interest

Education

Bachelor’s degree (rising senior)

Job description

Bessemer Trust is offering a Client Advisory Intern program designed to immerse you in our integrated wealth management approach. You will work alongside Wealth Advisory and Client Advisory professionals serving high-net-worth individuals and families, gaining hands-on experience across portfolio analysis, tax and estate planning, and client service.

Throughout the internship you will build skills in asset allocation modeling, portfolio analyses, and client presentations, with training in