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Wealth Management Summer Analyst Program - Private Bank 2025

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Bank of America

Jun 2, 2024

Applications are closed

  • Internship
    Full-time
    Summer Internship
  • Banking & Finance
  • San Francisco, +17

Requirements

  • 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

Responsibilities

  • 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 team

FAQs

What is the duration of the Wealth Management Summer Analyst Program?

The program lasts for 10 weeks.

What teams will I have the opportunity to work with during the internship?

You will work within various teams in The Private Bank, including Relationship Management, Trust & Wealth Structuring, and Investment Management.

What type of clients will I be serving during the program?

You will gain experience serving ultra-high-net-worth clients such as business owners, corporate executives, entrepreneurs, and innovators.

What kind of training can I expect during the internship?

The internship includes extensive on-the-job training, along with educational content and exposure to thought leaders in the industry.

Will there be opportunities for mentorship during the program?

Yes, you will receive coaching and mentorship throughout the program.

Are there any volunteer opportunities included in the internship?

Yes, the program provides volunteer opportunities for participants.

Who is the target audience for this internship program?

The program is designed for individuals interested in a career in wealth management and who are eager to learn about serving ultra-high-net-worth clients.

What is the main goal of the Wealth Management Summer Analyst Program?

The main goal is to offer participants hands-on experience and knowledge in wealth management, preparing them for future roles in the industry.

Is prior experience in wealth management required for the internship?

No specific prior experience in wealth management is mentioned as a requirement, but a strong interest in the field is essential.

How can I apply for the Wealth Management Summer Analyst Program?

You can typically apply through the careers section of the company's website or via job postings on career platforms during the application period.

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Bank of America

Helping to make financial lives better through the power of every connection.

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Mission & Purpose

Bank of America is one of the world's largest financial institutions, serving individuals, small- and middle-market businesses and large corporations with a full range of banking, investing, asset management and other financial and risk management products and services. The company serves approximately 56 million U.S. consumer and small business relationships. It is among the world's leading wealth management companies and is a global leader in corporate and investment banking and trading. This LinkedIn company page is moderated. For more information, please visit: https://bit.ly/32FDdQr. For account issues, please visit: https://bit.ly/2GeTIeP.

Culture & Values

  • Deliver together

    We believe in the importance of treating each client and teammate as an individual and treating every moment as one that matters. We strive to go the distance to deliver, with discipline and passion. We believe in connecting person-to-person, with empathy and understanding. We believe everything we do for our clients, teammates and the communities we serve is built on a solid business foundation that delivers for shareholders.

  • Act responsibly

    We believe that integrity and the disciplined management of risk form the foundation of our business. We are aware that our decisions and actions affect people’s lives every day. We believe in making decisions that are clear, fair and grounded in the principles of shared success, responsible citizenship and community building.

  • Realize the power of our people

    We strive to help all of our employees reach their full potential. We believe that diverse backgrounds and experiences make us stronger. We respect every individual and value our differences - in thought, style, sexual orientation, gender, gender identity and expression, race, ethnicity, culture, age, ability and experience.

  • Trust the team

    We believe great teams are built on mutual trust, shared ownership and accountability. We act as one company and believe that when we work together, we best meet the full needs of our clients, and deliver value to our shareholders.

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