Wealth Management Summer Intern: Client Service & Analytics

AllianceBernstein; Chicago (IL); In loco; USD 59.000 - 72.000; Tempo pieno

Descrizione del lavoro

AllianceBernstein’s Bernstein Private Wealth Management is seeking Summer Interns who are client-service minded and driven to support Financial Advisors. You will learn asset allocation, portfolio analytics and wealth planning for high-net-worth clients while contributing to a collaborative team.

The program includes hands-on projects, training in communication, mentorship and networking, with potential to continue as a Private Wealth Associate after graduation.

Competenze

• Bachelor’s degree candidates graduating between December 2027 and June 2028 with a GPA 3.0+
• Demonstrated leadership experience
• Strong analytical and communication skills (written and verbal) and ability to build relationships
• Etc.

Mansioni

• Partner with Financial Advisors to provide service and support functions such as portfolio analysis, account creation and maintenance, and client/prospect meeting preparation
• Complete ad-hoc business projects
• Focus on client service excellence, partnership and communication training to provide an exceptional client experience
• Career management, mentorship and one-on-one coaching to achieve professional success beyond the Internship program
• Networking opportunities and social outings
• Potential to continue as a full-time Private Wealth Associate after graduation

Conoscenze

Analytical skills

Communication skills

Team player

Client-focused

Multi-tasking under pressure

Word/Excel proficiency

Formazione

Bachelor's degree

Strumenti

Microsoft Word

Microsoft Excel

Descrizione del lavoro

AllianceBernstein’s Bernstein Private Wealth Management is seeking Summer Interns who are client-service minded and driven to support Financial Advisors. You will learn asset allocation, portfolio analytics and wealth planning for high-net-worth clients while contributing to a collaborative team.

The program includes hands-on projects, training in communication, mentorship and networking, with potential to continue as a Private Wealth Associate after graduation.