UMB Bank is a financial services institution that provides investment advisory practices through its Private Wealth Management sector. The Private Wealth Intern will gain a comprehensive understanding of the private wealth industry by participating in various rotations across departments, preparing deliverables, and engaging in financial planning objectives.
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
Qualification
Required
Have completed at least 2 years of undergraduate education focused in financial planning, 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
Preferred
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
UMB Financial Corporation is a commercial bank that offers various financial services.
