Automatically apply for jobs with Zippia

Upload your resume to get started.

Wealth management internship skills for your resume and career

Updated January 8, 2025

4 min read

Quoted experts

David M. Lang,

Ann M. Ebberts

Wealth management internship example skills

Below we've compiled a list of the most critical wealth management internship skills. We ranked the top skills for wealth management interns based on the percentage of resumes they appeared on. For example, 15.2% of wealth management internship resumes contained client portfolios as a skill. Continue reading to find out what skills a wealth management internship needs to be successful in the workplace.

15 wealth management internship skills for your resume and career

1. Client Portfolios

Here's how wealth management interns use client portfolios:

Conducted comprehensive reviews of client portfolios to assess strategies based on objectives and risk profile to prepare customized asset allocation suggestions
Examined client portfolios and made suggestions for restructuring mutual fund positions based on historical performance, volatility and other factors.

2. Financial Services

Financial services are economic services that are offered by the finance sector, which includes banks, financial institutes credit-card agencies, insurance companies, accountancy firms, and others that handles assets. Organizations in the financial services sector are concerned with money and risk management.

Here's how wealth management interns use financial services:

Provided customer service to existing clients to ask for comments on the company's services or offered newly generated financial services.
Assigned the task of cold calling 400 potential clients a day, providing information about financial services offered by the firm.

3. Equity Research

Here's how wealth management interns use equity research:

Performed equity research on strategic assets for notification to client of significant economic and company-specific changes.
Examined equity research and securities issuance calendar to identify investment opportunities

4. Morningstar

Here's how wealth management interns use morningstar:

Developed wealth management strategies for individual investors and companies using MorningStar Financial Planning Tool.
Contributed MorningStar research reports for mutual fund portfolios.

5. Performance Reports

Here's how wealth management interns use performance reports:

Developed an enhanced process to validate quarterly performance reports and ensure compliance with industry standards.
Reviewed 100+ quarterly performance reports for technical and organizational accuracy LEADERSHIP EXPERIENCE:

6. Client Service

Here's how wealth management interns use client service:

Assist the CEO in preparation and analysis of over 500 client reports in order to provide exceptional client service.
Updated benchmarks and target allocations for private client services accounts to ensure proper tracking of the portfolios.

Choose from 10+ customizable wealth management internship resume templates

Build a professional wealth management internship resume in minutes. Our AI resume writing assistant will guide you through every step of the process, and you can choose from 10+ resume templates to create your wealth management internship resume.

7. Market Research

Market research is a collective effort to collect information related to a consumer's needs and wants. It is a systematic approach that involves recording and analysis of both qualitative and quantitative data. Market research helps a business to identify a target market correctly and identify the gaps in potential consumer's expectations.

Here's how wealth management interns use market research:

Conducted independent market research as well as financial, quantitative analysis and cost basis analysis.
Organized reports summarizing critical information of equity, fixed income and market research.

8. Asset Allocation Models

Here's how wealth management interns use asset allocation models:

Developed asset allocation models diversifying risk by researching funds using fundamental analysis.
Updated client reports utilizing asset allocation models to risk/return profiles.

9. Client Data

Here's how wealth management interns use client data:

Assisted president in daily operations and client portfolio optimization, and managed client data
Maintained and organized client database systems to enhance company efficiency.

10. Branch Management

Here's how wealth management interns use branch management:

Assisted branch management with daily operations tasks, with a focus on compliance related responsibilities.
Resolved client inquiries and complaints and determined which issues require immediate elevation to Senior Financial Advisors and the branch management team.

11. Investment Strategies

The investment strategy is a term used in finance that refers to a set of rules that helps individual investors to make the right decisions to achieve their financial goals. The investment strategies are made after having a closer look at the future needs of the assets, lifestyle, risk tolerance, financial situations, and expected returns.

Here's how wealth management interns use investment strategies:

Completed research of international investment strategies as well as created investment proposals for prospective Hispanic clients.
Examined current economic trends in order to expand my awareness and understanding of various investment strategies.

12. Mutual Funds

Here's how wealth management interns use mutual funds:

Analyzed and monitored 50 mutual funds and constructed investment portfolios tailored to investors.
Researched and identified top performing mutual funds in all investment classifications.

13. Client Accounts

Here's how wealth management interns use client accounts:

Contacted external fund managers for current portfolio performance data to update equity asset allocations and historical performance of client accounts.
Developed and improved my Investment management skills through asset allocation and investment analysis on various client accounts.

14. ETFs

Here's how wealth management interns use etfs:

Researched and compared active vs. passive financial managers who utilize section rotation and ETFs to hedge risk and capture alpha.
Monitored investments in stock market, bonds, mutual funds, and ETFs.

15. Equities

Here's how wealth management interns use equities:

Proposed apparel sector equities using fundamental and technical analyses and contributed to the 17% portfolio returns.
Researched, evaluated and analyzed equities to strengthen portfolio returns of high net worth individuals.

5 Wealth Management Internship resume examples

Build a professional wealth management internship resume in minutes. Browse through our resume examples to identify the best way to word your resume. Then choose from 5+ resume templates to create your wealth management internship resume.

Create my resume

Build a professional resume in minutes using this template.

What skills help Wealth Management Interns find jobs?

Tell us what job you are looking for, we’ll show you what skills employers want.

What wealth management internship skills would you recommend for someone trying to advance their career?

David M. Lang

Professor, California State University - Sacramento

The job market will reward people that require as little supervision and training as possible. Our pandemic times and likely, our post-pandemic times will involve a fair amount of remote working. As such, employers will want to make sure that the individuals they hire are self-motivated, quick learners who can hit the ground running without a lot of hand-holding. If taking a year off, I would make sure that job applicants devote some time to learning about the industry standards in which they plan to work. Does the industry use a particular software? Start learning about how to use that. Does the occupation use specific data or require coding? Devote some time to learning the basics of that as well. As always, don't forget the soft skills of communication (orally and written) and interpersonal relationships.

What type of skills will young wealth management internships need?

Ann M. Ebberts

CEO, AGA

What I see as critical skills for newcomers to the government workforce in financial management roles, including budget development and analysis – will continue to be critically important.

Given the current state of the economy and the cost of the response to the COVID-19 pandemic, recent graduates entering the workforce will need to leverage communication, collaboration, analytical, and problem-solving skills. The ability to leverage new technologies to analyze, develop, and communicate with others in government and with the public will be important.

Budget analysts (and all financial roles) need to be productive, collaborative and have strong communication skills. They will also need to be able to process a variety of information from different sources and develop an understanding of the priorities of the organization and interrelationships with other government entities.

Desirable skills and attributes for graduates entering the workforce:
· Good listening skills
· Math and writing skills -- preparing annual/special reports
· Comfortable learning new and applying existing technologies
· Need to be detail-oriented
· Need to understand the role of the government entity they serve and the role of the budget in government
· Data analysis abilities
· Developing and/or analyzing planned vs. actual reports and providing options for moving forward
· Leveraging textual and visualization methods to enable communication of budget priorities -- proposal evaluation (pros and cons), potential impacts of decisions
· Presenting analysis in a concise and convincing manner
· Evaluating programs to determine whether they are providing desired results

What soft skills should all wealth management internships possess?

Dr. Kelly Collins Woodford

Associate Dean, University of South Alabama

The soft skills graduates need really has not changed because of the pandemic, but the importance of those soft skills has changed.

For example, as we saw last spring, the ability to be flexible and adaptable to change is critical. To be adaptable, graduates will need strong critical thinking/problem solving skills.

Importantly, graduates must be able to work independently. We often see students who want to be told exactly what to do and how to do it. Graduates in the current market need to be able to use their critical thinking skills to figure out how to accomplish goals and have the ability to work independently to reach the goals.

Also important are interpersonal skills needed to be a successful member of a team, whether the team is remote or in person.

With flexible hours and remote work, time management has also increased in importance.

Do you want to know more?

List of wealth management internship skills to add to your resume

The most important skills for a wealth management internship resume and required skills for a wealth management internship to have include:

Client Portfolios
Financial Services
Equity Research
Morningstar
Performance Reports
Client Service
Market Research
Asset Allocation Models
Client Data
Branch Management
Investment Strategies
Mutual Funds
Client Accounts
ETFs
Equities
Client Assets
Market Trends

PowerPoint
Portfolio Management
Client Relations
Administrative Tasks
Research Reports
Due Diligence
Financial Products
Risk Tolerance
Investment Portfolios
Bloomberg Terminal
Retirement Planning
Financial Data
Business Development
Portfolio Performance
Financial Statements
Portfolio Reviews
Sales Support

Financial Analysis
Financial Reports
Portfolio Analysis
Client Research
Investment Proposals
Investment Research
Technical Analysis
Investment Vehicles
Financial Markets
Client Reports
Conference Calls
Financial Models
Investment Recommendations
Cold Calls
Client Presentations

Updated January 8, 2025

Zippia Team

Editorial Staff

The Zippia Research Team has spent countless hours reviewing resumes, job postings, and government data to determine what goes into getting a job in each phase of life. Professional writers and data scientists comprise the Zippia Research Team.

Updated January 8, 2025

Browse business and financial jobs