Private Wealth Intern
About The Position
The Private Wealth Management internship will provide a thorough overview of UMB’s Private Wealth line of business and to allow learning in the financial services industry. UMB Private Wealth Management sector provides best investment advisory practices for our customers. Our offerings range from private banking, investment management services, trust and lifestyle management, and insurance services. The program will provide interns with a comprehensive and practical understanding of the private wealth industry. Interns will be exposed to various departments, including but not limited to, sales, marketing, finance, and operations. The internship program aims to provide participants with a well-rounded understanding of the private wealth management banking while cultivating their research, analytic, and interpersonal skills.
Requirements
- Have completed at least 2 years of undergraduate education focused in business, finance, accounting, or any related major
- Demonstrated strong academic performance of at least a 2.5 overall GPA
- Strong verbal and written communication skills
- Demonstrated initiative both independently and within a team
- Proficient in Excel, Outlook, and Word
Responsibilities
- Participate in various rotations; meeting with experienced bankers for direct exposure and insight into Sales and Delivery, Trust Administration, and Investments along with the various aspects of the private wealth industry
- Gain insight into business drivers, approach to managing portfolios and investment documentation, identifying industry trends, and best risk management practices
- Prepare deliverables to investment team members focused on mutual fund investments
- Create and participate in full circle financial planning objectives including case reviews, pre-calls, and presentations
- Attend various meetings to be exposed to all lines of businesses within UMB
- Work within group assignments as assigned
- Adhoc responsibilities
Benefits
- Paid Time Off
- a 401(k) matching program
- annual incentive pay
- paid holidays
- a comprehensive company sponsored benefit plan including medical, dental, vision, and other insurance coverage
- health savings, flexible spending, and dependent care accounts
- adoption assistance
- an employee assistance program
- fitness reimbursement
- tuition reimbursement
- an associate wellbeing program
- an associate emergency fund
- various associate banking benefits
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What This Job Offers
Career Level
Intern
Education Level
No Education Listed
Number of Employees
1,001-5,000 employees
