Summary

Nine-week summer internship in london focused on private banking, investment solutions, and relationship-led sales for high-net-worth clients. Interns will support advisors with new-client development, existing-client service, market research, and tailored wealth management solutions while receiving training and mentorship.

Responsibilities

• Understand client needs and market activity
• Develop strategies supporting clients' financial goals
• Research equities and alternative investments
• Help develop customized wealth management solutions
• Support new-client development and existing relationships
• Build expertise through mentorship and training