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Wealth Management Intern
Join a highly motivated, dedicated group of people with a team collaboration approach to work. Byline Bank is a fast-paced, growing organization where team members take pride in their work and enjoy the organization’s successes together. Byline’s Wealth Management department is a highly experienced, boutique firm that specializes in advising HNW and UHNW individuals, families, companies and NFPs with their investment management, trust services, private banking, wealth planning and 401k services. Byline is looking for qualified candidates with an entrepreneurial disposition to professionally grow with the organization.
Objective of Position:
This role is intended to provide the ideal candidate with broad exposure to the functions within a Wealth Management department including portfolio management, wealth planning, trust and estate services and operations functions. As a Wealth Management Intern within Byline’s Wealth Management group, you will work under general supervision (but works independently most of the time) of Portfolio Managers, Trust and Wealth Officers, and the Operations Manager and will be responsible for supporting partners with daily workflow, administerial tasks, sales support, and project support. The position will begin with administerial tasks, with increasing responsibility assigned for qualified candidates. This is a short-term internship that has the potential to be extended and ultimately lead into a full-time permanent position.
Duties and Responsibilities:
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