Undergraduate Intern - Wealth Management Intern

About the role

This 12‑week rotational internship in Wealth Management offers hands‑on experience with investment strategies, client relationship management, and back‑office operational procedures. Interns will collaborate on projects that directly contribute to the unit’s success, receive mentorship from executives and senior leadership, and participate in team meetings, training, and presentations. Upon successful completion, there is potential to receive a full‑time offer.

About Amerant Bank

Amerant Bank values individuality, innovation, and social responsibility. With nearly 40 years of history, the organization encourages community involvement, volunteerism, and support for causes important to its team members and customers. The culture emphasizes teamwork, continuous learning, and a commitment to making the markets it serves better places to live and work.

Responsibilities

• Support Client Associates with KYC updates, investment profile maintenance, and renewal of W‑8 forms and IDs.
• Provide general office administrative assistance, including copying, scanning, faxing, and archiving.
• Monitor client email inboxes, process client requests, and perform account maintenance for investment accounts.
• Review and approve requests initiated by other team members.
• Act as primary liaison with Trading and Sales Middle Office.
• Participate in special projects such as large‑scale mailings and database maintenance.
• Stay current on market news and events by regularly reading financial media.
• Deliver superior customer service to broker‑dealer and registered investment advisor clients.
• Maintain strict confidentiality of client, firm, and employee information.

Qualifications

• Minimum of two years of college education in Business, Finance, or a related field.
• Expected graduation in 2026 or 2027.
• Demonstrated ability to prioritize work, manage time effectively, and handle multiple tasks in a fast‑paced environment.
• Professional image and strong interpersonal relations skills.
• Comfortable interacting with senior management and non‑technical stakeholders.

Skills

• Proficiency with Microsoft Word, Excel, and PowerPoint.
• Strong written and verbal communication abilities.
• Detail‑oriented and self‑motivated.
• Team‑player mindset.