Wealth Management Summer Internship — London

Stonehage Fleming Group; Greater London; On-site; GBP 11,000 - 22,000; Full time

Job summary

Corient UK Wealth Management is offering a 2027 Summer Intern Programme in London for motivated students. The internship runs June 2027 through August 2027, with 37.5 hours per week and exposure to wealth management, client service, and market research.

During the programme you will support Wealth Advisors, prepare meeting materials, and assist with portfolio analysis and reporting while learning regulatory practices and CRM usage.

Qualifications

• 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, PowerPoint, 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

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 Customer (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.

Skills

Communication

Analytical abilities

Organizational skills

Problem-solving

Attention to detail

Willingness to learn

Education

2:1 or equivalent in progress

Tools

Microsoft Excel

PowerPoint

Word

Job description

Corient UK Wealth Management is offering a 2027 Summer Intern Programme in London for motivated students. The internship runs June 2027 through August 2027, with 37.5 hours per week and exposure to wealth management, client service, and market research.

During the programme you will support Wealth Advisors, prepare meeting materials, and assist with portfolio analysis and reporting while learning regulatory practices and CRM usage.