![Bank of America](https://media.trabajo.org/img/noimg.jpg)
Wealth Management Summer Analyst Program
4 weeks ago
Job description and Summer Analyst Program overview
With more than 200 years in the financial services industry, Bank of America Private Bank has cultivated an award-winning team dedicated to providing exceptional service and guidance to our clients and prospects. As a leader in private wealth management, we provide a vast array of resources and customized solutions to help meet our clients' unique wealth structuring, investment management and credit needs.
The Private Bank is focused on building long-term client relationships that are supported by a team of experienced advisors and highly credentialed specialists who provide a range of services, including investment management, trust and fiduciary solutions, financial and succession planning, philanthropic, specialty asset management, family office services, art services and custom credit solutions.
What we offer and what you’ll experience:
Our Private Bank Summer Analyst Program is designed to offer you the unique opportunity to work in and gain exposure to the various teams within The Private Bank including Relationship Management, Trust & Wealth Structuring and Investment Management. Our structured 10-week internship provides extensive on-the-job training where you are aligned to a high-performing client team to gain hands-on experience and knowledge to serve ultra-high-net-worth clients ranging from business owners to corporate executives to entrepreneurs and innovators. In addition to receiving educational content and exposure to various thought leaders, you will be provided with coaching, mentorship and volunteer opportunities throughout the program.
What you’ll do:
As a summer analyst, you will participate in robust programming and skills-based curriculum and gain exposure of daily client-related tasks such as:
- Helping with new business generation, prospect cultivation and client engagement
- Managing the execution of client service activities such as digital onboarding, initiating and monitoring account openings and asset transfers
- Handling client inquiries and coordinating with specialists and service centers to deliver an integrated service experience to the client
- Servicing account maintenance activities, including trust accounting transactions, processing deposits/transfers and providing reports
- Conducting research projects on behalf of clients and/or maintaining organizational investment industry research and report information
- Assessing client experience across live/digital touchpoints to identify opportunities for modernization and integration
- Providing administrative coordination with trading, operations and client service teams
Who we’re looking for:
We are looking for highly motivated individuals who are energetic, outgoing, analytical and entrepreneurial with an interest in gaining a sophisticated, well-rounded skillset aligned to wealth structuring, credit and banking, trust and relationship management.
Required:
- Students must be pursuing a Bachelors or Bachelors direct to Masters degree from an accredited college or university with a graduation timeframe between December 2025 and August 2026
- Demonstrated record of achievement such as extracurricular activities or leadership roles
- Passion for investing and a strong understanding of finance
- Excellent communication and presentation skills
- Analytical, quantitative and critical thinking skills
- Strong interpersonal skills with an ability to work effectively within a team
- Ability to think independently and demonstrate good judgment
- Strong time management and organizational skills
- Ability to multi-task with a strong attention to detail
Preferred:
- 3.2 minimum GPA preferred
- Technical skills such as Excel and PowerPoint
Bank of America is unable to consider candidates that will require visa sponsorship, now or in the future, for this specific role.
Travel: On needs basis
Full / Part-time: Fulltime
Hours Per Week: 40.00
Shift: 1st shift
-
2025 BNY Summer Internship Program – BNY Wealth
4 weeks ago
Miami, United States BNY Mellon Full time2025 BNY Summer Internship Program – BNY WealthAt BNY, our culture empowers you to grow and succeed. As a leading global financial services company at the center of the world’s financial system we touch nearly 20% of the world’s investible assets. Every day around the globe, our 50,000+ employees bring the power of their perspective to the table...
-
Wealth Management Processor
3 weeks ago
Miami, United States Guerra Wealth Advisors Full timeIf you're seeking a role where you can truly impact people’s lives, Guerra Wealth Advisors is calling your name! The Wealth Management Processor is the liaison between clients and the advisor, providing excellent individualized client service and developing long-term relationships with clients. This position offers a competitive salary (+bonuses) with...
-
Miami, United States Goldman Sachs Full timeAbout the program Our Summer Analyst Program is a nine to ten week summer internship for students pursuing a bachelors / graduate degree. You will be fully immersed in our day-to-day activities. As a participant, you will: Attend orientation where you’ll learn about our culture, as well as the benefits and responsibilities of being a member of the...
-
Wealth Management Analyst
1 week ago
Miami, United States Ascendo Resources Full timePosition Overview:We are looking for a dedicated Analyst to join our team at Ascendo Resources, providing essential support to the Managing Director and the broader investment advisory group.Key Responsibilities:Assist with administrative functions that facilitate the research, reporting, and presentation of data for clients.Collaborate with both internal...
-
Wealth Management Associate
1 week ago
Miami, United States Corient Private Wealth LLC Full timeBecome a vital part of a team that champions your aspirations and nurtures your development At Corient Private Wealth LLC, we assist high-net-worth individuals and families in leading fulfilling lives while safeguarding their wealth for future generations and supporting the causes and communities they cherish. Our mission is to surpass expectations, simplify...
-
Summer Analyst
1 week ago
Miami Beach, United States Starwood Property Full timeThe Summer Analyst position is an 8 week commercial real estate and structured finance internship opportunity at Starwood Property Trust ("SPT") offices in Miami Beach, FL. Available positions include roles in the below groups. •Surveillance - Summer Analysts will assist full-time Rotational Analysts as they work on ad hoc projects for senior management...
-
Summer Analyst
3 months ago
Miami Beach, United States Starwood Property Full timeThe Summer Analyst position is an 8 week commercial real estate and structured finance internship opportunity at Starwood Property Trust ("SPT") offices in Miami Beach, FL. Available positions include roles in the below groups. •Surveillance - Summer Analysts will assist full-time Rotational Analysts as they work on ad hoc projects for senior management...
-
Trust & Wealth Management Analyst
4 weeks ago
Miami, United States Ascendo Resources Full timeSeeking an Analyst level candidate to work for an investment advisory firm supporting the Managing Director as well as the team.In this position you will be involved in Administrative tasks that will support the research, reporting and presentation of information for the end client. Liaising with internal teams as well as external teams to review financial...
-
Trust & Wealth Management Analyst
4 weeks ago
Miami, United States Ascendo Resources Full timeSeeking an Analyst level candidate to work for an investment advisory firm supporting the Managing Director as well as the team. In this position you will be involved in Administrative tasks that will support the research, reporting and presentation of information for the end client. Liaising with internal teams as well as external teams to review...
-
Trust & Wealth Management Analyst
4 weeks ago
Miami, United States Ascendo Resources Full timeSeeking an Analyst level candidate to work for an investment advisory firm supporting the Managing Director as well as the team.In this position you will be involved in Administrative tasks that will support the research, reporting and presentation of information for the end client. Liaising with internal teams as well as external teams to review financial...
-
Miami, Florida, United States Goldman Sachs Full timeOUR IMPACTAre you a quick-thinking self-starter with a passion for client service, the desire to work closely with teammates and clients, and the ability to problem solve and to think outside the box? Our Wealth Management Professionals support all aspects of our business from an operational and relationship management perspective. We are seeking...
-
Senior Wealth Advisor
2 months ago
Miami, United States Radium search Full timeJob Title: Senior Wealth AdvisorLocation: Miami, FLAbout the company: Our client pride themselves on providing bespoke financial solutions to their esteemed clientele. Their team of dedicated professionals is committed to delivering exceptional service and personalized wealth management strategies. They are seeking a highly experienced and motivated Senior...
-
Senior Wealth Advisor
2 months ago
Miami, United States Radium search Full timeJob Title: Senior Wealth AdvisorLocation: Miami, FLAbout the company: Our client pride themselves on providing bespoke financial solutions to their esteemed clientele. Their team of dedicated professionals is committed to delivering exceptional service and personalized wealth management strategies. They are seeking a highly experienced and motivated Senior...
-
Wealth Management Associate
1 day ago
Miami, United States Goldman Sachs Full timeAbout the RoleWe are seeking a highly motivated and detail-oriented Wealth Management Professional to join our team at Goldman Sachs. As a key member of our Private Wealth Management business, you will provide exceptional client service and support to our clients and sales teams.ResponsibilitiesSupport the implementation of new client accounts, trade...
-
Lead Wealth Management Advisor
1 week ago
Miami, United States Citigroup Inc Full timeCiti Global Wealth unites the extensive resources of Citi to cater to a diverse range of wealth clients. This integrated division serves ultra-high-net-worth individuals and family offices through Citi Private Bank, addresses the affluent and high-net-worth segments via Citigold and Citigold Private Client, and engages in workplace wealth management through...
-
Senior Wealth Management Associate
1 week ago
Miami, United States Citigroup Inc Full timeJob Title: Senior Associate BankerCompany: Citigroup Inc.Overview: This notice pertains to the filing of an application for permanent alien labor certification. All interested parties may submit documentary evidence to the certifying officer of the U.S. Department of Labor.Position Summary: Citigroup Inc. is seeking a Senior Associate Banker for its...
-
Associate Wealth Management Professional
5 days ago
Miami, United States Goldman Sachs & Co. LLC Full time**Wealth Management Associate****About the Role**Goldman Sachs & Co. LLC is seeking a highly skilled and experienced Wealth Management Associate to join our team in Miami, Florida. As a Wealth Management Associate, you will be responsible for creating comprehensive wealth management plans for ultra-high net worth individuals and families based in Mexico, as...
-
Wealth Management Tax Advisor
4 days ago
Miami, United States AmLaw 100 International Law Firm Full timeExciting Opportunity for a Tax Advisor in Wealth ManagementAn esteemed AmLaw 100 international law firm is seeking a Tax Advisor with 2 to 7 years of experience (J.D. years 2017 to 2022) to join their distinguished private wealth management (estate planning) division. This team provides expert guidance to affluent individuals, family offices, and similar...
-
Senior Relationship Manager
17 hours ago
Miami, United States Deutsche Bank Full timeAbout the RoleWe are seeking a highly skilled and experienced Senior Relationship Manager to join our Wealth Management team at Deutsche Bank. As a Senior Relationship Manager, you will be responsible for developing and maintaining strong relationships with our clients, providing them with exceptional service and support to meet their financial needs.Key...
-
Client Relations Specialist
1 week ago
Miami, Florida, United States Hastings & Hastings, Placement and Staffing Services Full timeJob OverviewClient Relations Specialist - Wealth ManagementProvide exceptional support to Financial Advisors catering to Ultra High Net Worth clients within a dynamic Wealth Management environment.QUALIFICATIONSBachelor's degree in Finance, Business Administration, Economics, or a related discipline.Minimum of 2 years' experience in client services,...