Wealth Advisory Intern: Private Client Insights

Bessemer Trust; Greenwich (CT); On-site; USD 55,000 - 62,000; Full time

Job summary

Bessemer Trust is seeking a Client Advisory Intern in Greenwich, CT to support Wealth Advisory and Client Advisory teams with reporting, portfolio analyses, and client presentations. The role offers exposure to the firm’s comprehensive wealth-management approach, including investment management, tax planning, and client service.

The internship emphasizes hands-on experience, collaboration with specialists across the firm, and a capstone presentation to senior management.

Qualifications

• Pursuit of a Bachelor’s degree (rising senior) required.
• Strong analytical and problem-solving skills.
• Excellent attention to detail.
• Effective written and verbal communication.
• Organizational skills with ability to manage multiple priorities.

Responsibilities

• Support Wealth Advisory + Client Advisory teams with reporting, analysis, and presentations for prospective clients
• Collaborate with Quantitative Analysis to provide portfolio analyses and models
• Develop an understanding of clients’ portfolios, goals, and broader financial situations
• Prepare materials for client meetings and presentations
• Assist with projects across the firm related to wealth management
• Handle routine client service tasks and cash management activities
• Produce customized client reports and schedules

Skills

Analytical skills

Attention to detail

Effective communicator

Organizational skills

Team collaboration

Discretion with confidential info

Education

Bachelor’s degree (rising senior)

Tools

Microsoft Office Suite

Job description

Bessemer Trust is seeking a Client Advisory Intern in Greenwich, CT to support Wealth Advisory and Client Advisory teams with reporting, portfolio analyses, and client presentations. The role offers exposure to the firm’s comprehensive wealth-management approach, including investment management, tax planning, and client service.

The internship emphasizes hands-on experience, collaboration with specialists across the firm, and a capstone presentation to senior management.