Private Banking & Wealth Management Association
Wealth management is personalized investing and other financial services provided to high net worth individuals and small businesses. The role of a private bank is to help strategize and consult with clients and businesses in how to best grow, protect and utilize their assets. The private banking club specializes in preparing students to succeed in careers within the industry through weekly training on economic trends and investing insights. The club also assists students in networking, resume reviews & interview preparation. Opportunities include working closely with successful individuals in finance and investing.
The Private Banking and Wealth Management Association is interested in the public markets. Students develop an understanding of the what, why, and how of investing across the capital structure via case studies, guest speakers, investment case competitions, networking trips, and financial modeling boot camps. To prepare for buy- or sell-side opportunities post-graduation, Private Banking and Wealth Management Association members are trained to (1) develop an investment philosophy, (2) gain relevant experience to craft their investing story, (3) think like a business owner, and (4) become technically prepared for the intense rigors of recruiting. Graduates enjoy geographically diverse opportunities investment banks, mutual funds, hedge funds, valuation firms, etc.
