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About the Role
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.
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.
Requirements
- 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.
Skills
- Microsoft Excel
- Microsoft PowerPoint
- Microsoft Word
Location
- London
Work Type
- Full-time
Experience Level
- Internship
Education Level
- University degree
About the Company
- 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.