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Matthew

Matthew

Wealth Management Consultant intern

Talent
LeicesterMember since June 5, 2026
BloombergRisk assessmentCompany valuation
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BloombergRisk assessmentCompany valuation

Experience

Wealth Management Consultant intern at Paul Geddes Wealth Management (2022-06 – 2022-06)

  • Conducted risk assessments tailored to individual client profiles
  • Processed client information collected in face-to-face meetings
  • Matched risk profiles to investment strategies

Insight Day at Experian (2023-10 – 2023-10)

  • Participated in a team challenge – recreating corporate deadlines and importance of working collaboratively
  • Discussion with different departments regarding the importance of credit to businesses of different sizes

Grill Chef at Whitbread- Observatory (2022-08 – 2024-06)

  • Worked under short deadlines in a constantly dynamic environment
  • Learned the importance of achieving company quality targets
  • Achieved average wait times of 16 minutes, 4 minutes faster than the company expectation

Line Chef at Everards Beer Hall (2025-05 – 2025-09)

  • Handled customer issues with professionalism and maintained customer satisfaction
  • Worked collaboratively within a large kitchen to achieve high quality service
  • Implemented new ideas to make day-to-day operations more efficient

Education

Bachelor of Science (Hons) in Economics with International Finance and Banking – Nottingham Business School (2023 – 2026)

Sixth Form in A-Levels – Countesthorpe Academy (2021 – 2023)

Skills

Wealth Management Consultant intern

Reviews

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