Wealth Management Trainee
3 weeks ago
Job Summary:
We are seeking a highly motivated and detail-oriented Wealth Management Intern to join our team. As a Wealth Management Intern, you will have the opportunity to work with our experienced team of trust and investment officers to gain hands-on experience in financial planning, relationship management, and trust administration.
Responsibilities:
- Assist in financial planning and analysis for high net worth individuals and families
- Conduct research and analysis on investment opportunities and portfolio construction
- Develop and maintain relationships with clients and stakeholders
- Assist in the preparation of financial reports and presentations
- Participate in team meetings and contribute to the development of business strategies
Qualifications:
- Bachelor's degree in Finance, Accounting, or related field
- Excellent written and verbal communication skills
- Strong analytical and problem-solving skills
- Ability to work independently and as part of a team
- Proficiency in Microsoft Office, particularly Excel
What We Offer:
- A dynamic and supportive work environment
- Opportunities for professional growth and development
- A competitive salary and benefits package
- A fun and inclusive company culture
About Us:
Cedar Rapids Bank & Trust is a leading financial institution in the Midwest, dedicated to providing exceptional service and expertise to our clients. We are committed to fostering a culture of diversity, equity, and inclusion, and we welcome applications from candidates from all backgrounds.
Equal Opportunity Employer:
Cedar Rapids Bank & Trust is an equal opportunity employer and welcomes applications from candidates of all backgrounds. We are committed to creating a diverse and inclusive work environment and are proud to be an equal opportunity employer.
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