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INTERNSHIP DETAILS

2027 Corient UK Wealth Management Summer Intern Programme

CompanyStonehagefleming HR

LocationLondon

Work ModeOn Site

PostedOctober 8, 2026

Internship Information

Core Responsibilities

The intern will support wealth advisors with client service activities, research, and portfolio analysis. They will also assist with account administration, CRM maintenance, and various operational projects.

Internship Type

full time

Company Size

538

Visa Sponsorship

Language

English

Working Hours

38 hours

Apply Now →

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the company's application page

About The Company

Stonehage Fleming is now Corient. To see what's new, visit corient.com Stonehage Fleming is adviser to many of the world’s leading families and wealth creators. We help families manage and protect their wealth now and for future generations. To meet their needs we are able to draw on a rich array of in-house experience and expertise to manage and protect their wealth; we also work closely with families’ existing offices, advisers and our extensive network of professional firms. Our relationships with clients would typically include: - Helping define the purpose of the family wealth, its governance and succession plans. - Managing and administering international structures such as trusts and companies. - Managing investment portfolios on a discretionary and advisory basis. - Ensuring plans are in place for all phases of the financial life cycle and that wealth is structured efficiently - Identification and mitigation of the full spectrum of risks to family wealth. - Reviewing legal structures, taking account of cross-border and inter-generational considerations. - Sourcing and advising on private capital investment opportunities. - Creating reports aggregating and analysing all aspects of client wealth. - Coordination and execution of all banking and treasury needs. - Advising on matters of corporate finance for the family business and other commercial interests. - Management of art collections and other lifestyle assets. We have a rich array of in-house expertise but we also work closely with families’ existing advisers and our network of experienced professional partners, in particular lawyers, accountants and trustees. Our scale and market presence enable us to identify the best professional partners internationally. We deliver the optimal combination of internal and external advice based on client needs. Keep up to date with our latest news and insights here: https://www.stonehagefleming.com/insights

About the Role

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, PowerPoint, and Wor
• 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

Key Skills

Wealth managementInvestment researchPortfolio analysisClient serviceCRM systemsKnow your clientRegulatory documentationFinancial modelingMarket researchMicrosoft ExcelMicrosoft PowerPointCommunication skillsAnalytical skillsProblem-solvingAttention to detailTime management