Intern - Private Wealth Management jobs in United States
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Valley Bank · 12 hours ago

Intern - Private Wealth Management

Valley Bank is offering a unique 9-week internship program for motivated students interested in the banking industry. Interns will assist the Private Bank Associate team on various projects, gaining practical experience while contributing to compliance and efficiency improvements within the Wealth Management group.

Banking
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H1B Sponsor Likelynote

Responsibilities

Assists Private Bank Associate team on projects and initiatives
Coordinates and takes a lead role in data focused projects to ensure team hits compliance targets and information in core systems are accurate
Partners with key internal stakeholders to update procedures for the Wealth Management group on an ongoing basis
Identify areas of inefficiency as it relates to processes and procedures and suggests solutions to leadership
Recognizes data trends and regularly communicates to management to assist them in strategic decisions
Works as a team member on domestic private banking internal projects and coordinates through completion
Act as a back up to the Associate position where needed
Support your manager in performing research and/or analysis on specific topics
Independently complete tasks that contribute to larger projects relevant to the assigned department
Participate in meetings and team discussions to gain insight and contribute to the team's goals or projects
Communicate with team members and other departments to coordinate work, gather information and develop final work products
Join team building activities to establish cross functional relationships within the Valley community
Participate in VIP Mentorship Program meetings with your mentor to enhance your business acumen, network with senior leaders and develop technical and professional skills
Document and report on progress and results of projects and tasks
Attend professional development sessions/classes
Participate in VIP (Valley Intern Program) hosted events, trainings and projects including Valley Week of Service, Culture Workshops and final project presentations
Complete other related duties as assigned by the respective manager
Follow Company policies and procedures

Qualification

Analytical thinkingMicrosoft Office SuiteWritten communicationVerbal communicationOrganizational skillsTime managementSelf-starterTeamwork

Required

Strong written and verbal communication skills
Excellent organizational and time management skills
Strong analytical and conceptual thinking
Motivated self-starter
Ability to work independently and as part of a team
Proficient in Microsoft Office Suite ( Word, Excel, PowerPoint)
Rising sophomore, junior, senior or graduate student
Currently enrolled in a College or University program

Company

Valley Bank

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Valley National Bank is a regional financial institution

H1B Sponsorship

Valley Bank has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (18)
2024 (13)
2023 (7)
2022 (11)
2021 (5)
2020 (5)

Funding

Current Stage
Late Stage

Leadership Team

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Curt Lang
Chief Banking Officer, New Jersey
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Sanjay Sidhwani
Chief Data & Analytics Officer
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Company data provided by crunchbase