Wealth Advisory Intern: Portfolio & Client Insight

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

Job summary

Bessemer Trust is seeking 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, and client service while supporting report requests and analyses.

You will learn to prepare client materials, collaborate across advisory teams, and participate in capstone projects, gaining hands-on experience with proprietary tools and databases in a collaborative,

Qualifications

• Pursuing a Bachelor’s degree, rising senior.
• Interest in financial services; exposure to Private Wealth Management preferred.
• Strong analytical and problem-solving skills.
• Excellent attention to detail and curiosity for learning.
• Effective written and verbal communication; strong organizational skills.

Responsibilities

• Support reporting, analysis, and presentation requests for prospective clients.
• Work with the Quantitative Analysis group to provide portfolio analyses and models.
• Collaborate with Investment, Tax, Estate Planning, and other specialists to understand client portfolios and goals.
• Prepare customized client reports, schedules, analyses, and materials.
• Assist with client meetings and routine service requests.
• Gain exposure to the management of complex, multigenerational wealth.

Skills

Analytical thinking

Problem-solving

Written communication

Verbal communication

Attention to detail

Team collaboration

Organizational skills

Discretion with confidential info

Education

Bachelor’s degree (rising senior)

Tools

Microsoft Office Suite

Job description

Bessemer Trust is seeking 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, and client service while supporting report requests and analyses.

You will learn to prepare client materials, collaborate across advisory teams, and participate in capstone projects, gaining hands-on experience with proprietary tools and databases in a collaborative,