United Kingdom
Stonehage Fleming was acquired by Corient in June 2026.
In this role, I worked extensively with data, manipulating datasets to generate leads for a financial advisor. Using Excel and Dynamics CRM, I targeted specific client groups, developing strong data analysis and segmentation skills. Enhanced my ability to analyse data effectively and identify valuable client opportunities, directly contributing to business growth. My responsibilities also included: • Calling clients and booking appointments for them to discuss pensions, investments, and other financial products. • Acting as the first point of contact for clients throughout the investment process, which enhanced my relationship management and communication skills. • Completing general insurance tasks in compliance with FCA regulations, further expanding my knowledge of financial services. • To strengthen my expertise, I took my CFA Level 1 exam while in this role to develop my understanding of investment principles and financial markets. • I also had the opportunity to work with the fund management team at NFU Mutual, who manage over £20 billion in assets. This experience built on my prior use of Bloomberg and expanded my understanding of the equity research process, further developing my analytical skills for asset management.
Whilst on my travels in Australia, I undertook this role which included extensive sales training and mentorship whilst generating leads around New South Wales for one of Australia’s longest running solar companies. This role has given me great international experience and vastly improved my skillset. During my time here I was promoted to team leader with the responsibility of training and leading a team of SDRs to exceed sales targets.
I shadowed a fund manager and their team at Allianz. I attended meetings with stockbrokers, investor relations teams and industry analysts, which included networking with FTSE 100 CEOs and CFOs. At the end of my time here I constructed investment proposals based on the research I had gathered. Exposure to Bloomberg and the equity research and investment presentation process.