At a Glance
- Tasks: Support Wealth Advisors and assist with client service activities and research.
- Company: Corient, a leading firm in wealth management focused on client success.
- Benefits: Gain hands-on experience, develop skills, and work in a supportive environment.
- Other info: Opportunity for growth and learning in a fast-paced financial environment.
- Why this job: Join a dynamic team and make a real impact in wealth management.
- Qualifications: Must be on track for a 2:1 degree and have a keen interest in finance.
The predicted salary is between 22500 - 27500 £ per year.
- 2027 Corient UK Wealth Management Summer Intern Programme Duration
- : June 2027 - August 2027 Location
- : London Hours
- : 37.5 per week
- Join a team that values your ambition and empowers your growth
At Corient, we help high- and ultra-high-net-worth individuals and families to enjoy a full life, while enabling them to preserve their wealth for future generations, and provide for the people, causes and communities they care about.
We focus on exceeding expectations, simplifying lives, and establishing legacies that last for generations.
We are always looking for talented and motivated individuals to join our team.
If you want to work for a company that values your contributions and supports your growth, we would like to meet you.
Key Responsibilities
- Support Wealth Advisors and team members with day-to-day client service activities.
- Assist in preparing materials for client and prospective client meetings.
- Help organize and coordinate client meetings and follow-up actions.
- Conduct market, investment, and industry research to support client and portfolio discussions.
- Assist with portfolio analysis, modeling, and reporting.
- Support the preparation and distribution of client reports and performance materials.
- Respond to internal requests and assist with client inquiries under the guidance of the team.
- Maintain and update client information within CRM systems.
- Assist with Know Your Client (KYC) reviews and regulatory documentation requirements.
- Support account administration activities, including documentation, deposits, and money movement requests.
- Help monitor portfolio activity and ensure records are maintained accurately.
- Collaborate with team members across the business on special projects and process improvement initiatives.
- Assist with technology, reporting, and operational projects as needed.
- Develop knowledge of financial markets, investment products, and wealth management practices through training and hands-on experience.
Education and Credentials
- On track for a minimum of 2:1 or equivalent in your university degree.
- Strong interest in wealth management, investing, and financial markets.
- Excellent written and verbal communication skills.
- Strong analytical, organizational, and problem-solving abilities.
- High attention to detail and ability to manage multiple priorities.
- Proficiency in Microsoft Excel, Power Point, and Word.
- Positive attitude, strong work ethic, and willingness to learn.
- Previous internship, leadership experience, or involvement in finance-related organizations is a plus but not required
2027 Corient UK Wealth Management Summer Intern Programme in London employer: Stonehagefleming HR
Stonehagefleming HR is an attractive employer due to its commitment to employee growth and a supportive work culture. The company provides opportunities to work with high-profile clients and engage in complex financial matters, fostering a collaborative environment. Employees are encouraged to contribute to meaningful legacies for clients, enhancing job satisfaction and professional fulfillment.
StudySmarter Expert Advice🤫
We think this is how you could land 2027 Corient UK Wealth Management Summer Intern Programme in London
✨Tap into Campus Resources
Universities often have strong ties with banks and financial institutions. Make sure to check in with your career services for any internship fairs or networking events. These can be golden opportunities to meet representatives from firms like Stonehagefleming HR and make a lasting impression.
✨Join Finance Societies and Clubs
Get involved with finance or investment clubs at your university. These not only offer great networking potential but often host guest speakers from the industry. Show your enthusiasm and engage with these professionals—who knows, they might tip you off about internship openings at Stonehagefleming HR!
✨Have Your Application Ready to Go
Internship applications can be competitive and come with tight deadlines. Be proactive! Have your CV and cover letter prepared and tailored for roles at Stonehagefleming HR. When the openings go live, you’ll want to be one of the first to apply.
✨Leverage LinkedIn for Connections
LinkedIn is a powerful tool, especially in the banking sector. Follow recruiters from Stonehagefleming HR and connect with alumni who are working in similar roles. Don’t hesitate to drop them a message to introduce yourself and express your interest in internships—they might have insider info or even refer you!
We think you need these skills to ace 2027 Corient UK Wealth Management Summer Intern Programme in London
Some tips for your application 🫡
Show Off Those Grades!:In banking and financial services, your academic background is super important. Make sure to highlight your grades, especially in finance, economics, or maths. If you've got any relevant coursework or projects, don’t hesitate to include them in your CV!
Craft Your Cover Letter with Care:For an internship, we want to see your enthusiasm and motivation. Use your cover letter to explain why you’re excited about this opportunity at Stonehagefleming HR and what you hope to learn. Be personal and connect the dots between your education and the role of 2027 Corient UK Wealth Management Summer Intern Programme.
Squeaky Clean CV:Your CV should be clear and free of jargon. Focus on the skills that matter most in the banking sector, like analytical thinking and attention to detail. Don't forget to include any internships or part-time jobs that show your experience in a banking environment!
Utilise Relevant Experiences:If you've been involved in finance-related clubs or societies at university, mention that in your application. Showing your practical experience alongside your studies can make a real difference and demonstrate your passion for the financial world. We love seeing candidates who go the extra mile!
How to prepare for a job interview at Stonehagefleming HR
✨Show Us Your Analytical Skills
As an intern in the banking and financial services sector, you'll want to showcase your analytical skills. Be ready to tackle numerical and case questions during your interview. Brush up on your data interpretation abilities and consider scenarios where you've used data to solve problems.
✨Know Your Financial Tools
Familiarise yourself with the financial tools and software commonly used in banking, like Bloomberg or Excel for financial modelling. We recommend having a couple of examples where you've applied these tools in your studies or projects to impress the interviewer.
✨Be Passionate About Learning
Internships are all about learning, so express your enthusiasm for the banking industry. Share what trends you're excited about, or recent news you've followed, to show you're motivated and engaged. This can set you apart from other candidates who might be less enthusiastic.
✨Prepare for Behavioural Questions
Expect behavioural questions that assess your fit within a team and your ability to handle challenges. Think of examples from your studies or group projects that highlight your teamwork, adaptability, and communication skills. We want to see how you've navigated situations that are relevant to the workplace!
