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Bernstein Private Wealth Management is a premier investment management firm advising high-net-worth and ultra-high-net-worth clients. This is an exciting and challenging opportunity to partner with Advisors to provide asset allocation recommendations, capital markets positioning, portfolio analytics, and wealth and legacy planning for high-net-worth individuals and families.
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Bernstein Private Wealth Management advises high-net-worth clients on planning for—and living with—the complexities that come with wealth. Advanced training on trusts & estates, wealth planning, investment management philosophies, and financial management strategies.
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The Private Client Services (PCS) practice provides exceptional personal compliance and business tax planning services to partnerships, heads of families, family businesses, private equity fund owners, as well as high net worth individuals.
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Our Private Bank Summer Analyst Program is designed to offer you the unique opportunity to work in and gain exposure to the various teams within The Private Bank. Our structured 10-week internship provides extensive on-the-job training where you are aligned to a high-performing client team to gain hands-on experience and knowledge to serve ultra-high-net-worth clients ranging from business owners to corporate executives to entrepreneurs and innovators.
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Our advisor-led wealth management businesses provide financial planning, investment management, banking and comprehensive advice to a wide range of clients, including ultra-high net worth and high net worth individuals, as well as family offices, foundations and endowments, and corporations and their employees.
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The M&A Deputy is a high exposure and global role that will support the Chief Growth Officer in guiding and facilitating the Oliver Wyman Actuarial (OWA) and Insurance & Asset Management (IAM) inorganic growth agenda.
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Client Relationship Management: Build and maintain strong relationships with high-net-worth clients, understanding their financial goals, risk tolerance, and investment preferences.
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This role will involve working closely with the Situs Asset Management Team and Servicing team to deliver accurate, timely and consistently high-quality services. Member of the Asset Management team that is responsible for managing, monitoring and reporting on the performance of a $90B+ portfolio of largely transitional commercial real estate loans.
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The role requires significant leadership, sales and relationship management, business development, presentation and sales skills that establish the leader and the team as credible and capable financial partners to high net worth and ultra-high net worth clients.
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We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors.
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Throughout the summer, you will learn the fundamentals of the wealth management business by partnering with a successful Private Banking team, accountable for identifying and managing high net worth and ultra-high net worth client relationships.
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You will formulate and execute asset management strategies and plans for our US Data Center real estate portfolio, including marketing strategies to optimize net operating income and realize the highest value of our assets.
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We also manage portfolios for high-net-worth individuals through the platforms of some of the largest broker dealers in the world. Headquartered in Atlanta, EARNEST Partners is an award-winning independent employee-owned asset management firm.
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