Private Wealth Intern

Kansas City, KS - USA

Monthly Salary: $ 25640 - 49440

Posted on: 12 days ago

Vacancies: 1 Vacancy

Job Summary

The Private Wealth Management internship will provide a thorough overview of UMBs Private Wealth line of business and to allow learning in the financial services industry. UMB Private Wealth Management sector provides best investment advisory practices for our customers. Our offerings range from private banking investment management services trust and lifestyle management and insurance services. The program will provide interns with a comprehensive and practical understanding of the private wealth industry. Interns will be exposed to various departments including but not limited to sales marketing finance and operations. The internship program aims to provide participants with a well-rounded understanding of the private wealth management banking while cultivating their research analytic and interpersonal skills.

How you will spend your time:

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

We are excited to speak with you if:

Have completed at least 2 years of undergraduate education focused in 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

*This position will be for UMBs 2026 summer internship program*

Compensation Range:

$25640.00 - $49440.00

The posted compensation range on this listing represents UMBs standard for this role but the actual compensation may vary by geographic location experience level and other job-related addition this range does not encompass the full earning potential for this role. Please see the description of benefits included with this job posting for additional information

UMB offers competitive and varied benefits to eligible associates such as 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; and various associate banking benefits. Benefit offerings and eligibility requirements vary.

Are you ready to be part of something more
Youre more than a means to an enda way to help us meet the bottom line. UMB isnt comprised of workers but of people who care about their work one another and their community. Expect more than the status quo. At UMB you can expect more heart. Youll be valued for exactly who you are and encouraged to support causes you care about. Expect more trust. We want you to do the right thing no matter what. And expect more opportunities. UMBers are known for having multiple careers here and having their voices heard.

UMB and its affiliates are committed to inclusion and diversity and provide employment opportunities to all employees and applicants for employment without regard to race color religion sex (including gender pregnancy sexual orientation and gender identity) national origin age disability military service veteran status genetic information or any other status protected by applicable federal state or local law. If you need accommodation for any part of the employment process because of a disability please send an e-mail to to let us know the nature of your request.

If you are a California resident please visit our Privacy Notice for California Job Candidates to understand how we collect and use your personal information when you apply for employment with UMB.

Required Experience:

Intern

The Private Wealth Management internship will provide a thorough overview of UMBs Private Wealth line of business and to allow learning in the financial services industry. UMB Private Wealth Management sector provides best investment advisory practices for our customers. Our offerings range from pri...

How you will spend your time:

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

We are excited to speak with you if:

Have completed at least 2 years of undergraduate education focused in 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

*This position will be for UMBs 2026 summer internship program*

Compensation Range:

$25640.00 - $49440.00