Undergraduate Intern - Wealth Management Intern

Amerant Bank•Coral Gables, FL

About The Position

The Wealth Management Intern is a rotational internship offering exposure to wealth management and opportunities to contribute to projects and assignments that support the bank. Interns receive on-the-job learning, work with teammates and managers on bank initiatives, participate in meetings, training, and presentations, and are mentored by executives and senior leadership. The program includes a 12-week curriculum with milestones and required coursework. Interns are assigned an intern manager and gain exposure to multiple bank departments. Successful completion may lead to a full-time employment offer. The role provides hands-on exposure to investment strategies, client relationship management, financial advisory services, and operational procedures. Interns support Client Associates and other team members, assist with client requests and account maintenance, participate in market updates, and provide administrative and project support. The position requires confidentiality and a commitment to high-quality customer service.

Requirements

At least two years of college education in Business, Finance, or a job-related degree.
Must be a 2026 or 2027 graduate.
Be a team player and maintain a professional image.
Prioritize work and manage time effectively while handling multiple tasks in a fast-paced environment.
Demonstrate professionalism and strong interpersonal skills.
Strong computer skills, including Microsoft Word, Excel, and PowerPoint.
Strong written and verbal communication skills.
Be detail-oriented and self-motivated.
Be comfortable interacting with senior management and non-technical members of the organization.

Responsibilities

Complete all required coursework within the allotted timeframe and meet milestones in the 12-week curriculum.
Work with teammates and the intern manager on projects that support the bank's goals.
Participate in team meetings, training, and presentations as available.
Support Client Associates by updating KYC and Investment Profiles and renewing W8s and IDs.
Provide form-filing and general office administrative support, including copying, scanning, faxing, and archiving.
Monitor client email inboxes and process pertinent client requests, including investment account maintenance requests.
Review and approve requests initiated by other team members.
Act as a primary liaison with Trading and Sales Middle Office.
Participate in special projects such as mass mailings and database maintenance.
Stay current on market news and events by reading and browsing financial news and media.
Provide superior customer service to broker dealers and registered investment advisors.
Maintain strict confidentiality of client, firm, and employee information.