cover letter for wealth management internship

The perfect cover letter for getting a job in wealth management

If you’re looking for an entry-level job in wealth management, you’ll need to craft a cover letter that conveys a specific understanding of the actual skills required to succeed. Talk yourself up as a stock-picker and you’re unlikely to end up getting an interview. A strong wealth management cover letter will accentuate your ability as a salesperson and relationship-builder who has a large network of potential customers.

No cover letter should ever exceed one page in length, according to Afzal Hussein, a former member of Goldman Sachs’ asset management team and founder of Official CV Doctor . Three quarters of a page – or between 300 and 500 words – is a good length to shoot for. If avoidable, don’t begin the letter with: “To Whom It May Concern.” In this day and age, you should be able to track down the name of the hiring manager – an action that will suggest you put in the appropriate effort and aren’t blasting your cover letter and resume all over town.

The letter should begin with a brief introduction about yourself and what you’ve been up to over the last 1-3 years, as well as detail why you want to work for that specific firm, Hussein said. Dropping the name of the company (more than once), any employees you’ve met, networking events you’ve attended and details about the firm will show that you’ve done your homework. This should represent one-third of your cover letter.

Selling yourself

At this point, you’ll want to transition to the most important aspect of the cover letter: why you are suited for the role and company in question, both in terms of your relevant experience and your skillset and personality. This is particularly important in wealth management because many inexperienced candidates don’t understand the realities of the position, according to a current Morgan Stanley broker who now runs a small team.

For the first few years, “it’s 100% a sales job,” he said. Yes, you’ll need the acumen to understand investment products and gain market knowledge, but all that can be taught. The ability to sell yourself, earn the trust others and develop a list of people to call cannot, he added. “If I get an email from some kid three years out of college who says they’re the next Warren Buffett, I delete it,” he said.

Highlight any experience you have in financial services – even if it’s only being a member of an investment club in college – and stress your background and aptitude in dealing with customers. Then explain how your experience and skillset would make you a good fit as a wealth manager. “I look for thick-skinned yet personable relationship-builders,” the Morgan Stanley broker said. Briefly include relevant figures and achievements like hitting sales quotas. At this point, you can mention your passion for and knowledge of the markets if you have no direct work experience. Many brokerage firms now hire people who worked in completely different industries who may be older and have more established networks, according to recruiters.

Using your cover letter to tease the potential power of your personal network – the people you’ll likely need to lean on to start building your own book of business – is up for debate. One recruiter who places experienced wealth managers feels a young recruit would come off as overly egotistical. The Morgan Stanley broker disagrees. “I want to know how you plan to generate revenue – through your skills as a relationship-builder and the people you know.”

Finish your cover letter by briefly reiterating your interest in the position and the firm in question and thank the person for their time. Try not to waste any sentences and avoid clichés and fluff. “You have a finite number of words to use in your cover letter in order to sell yourself to the reader,” Hussein said. Brevity is key.

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Wealth Manager Cover Letter Example

Writing a cover letter for a wealth manager position can be an intimidating process, but with the right guidance and strategy you can create a strong and compelling document that highlights your skills and qualifications. This guide offers practical tips and an example that you can use to create a well-crafted cover letter for a wealth manager position. You’ll learn how to structure your letter and make it as unique and professional as possible. With this knowledge, you’ll be better equipped to secure the job you want.

If you didn’t find what you were looking for, be sure to check out our complete library of cover letter examples .

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Wealth Manager Cover Letter Sample

Dear [Recipient],

I am writing to express my interest in the Wealth Manager position at [Company]. With my extensive background in financial services and a strong commitment to helping clients maximize their financial success, I am confident that I am the ideal candidate for this role.

I have been a financial advisor for [Number] years and have built a successful career helping clients develop and implement investment strategies and financial plans that lead to long- term financial success. I have a deep understanding of the markets and regularly stay up to date on the latest investment trends and strategies. I am also well- versed in the creation of retirement plans, estate planning and wealth management.

Throughout my career, I have been praised for my excellent communication skills, drive for accuracy and attention to detail. I am able to build strong relationships with clients and identify their unique financial needs and goals. My enthusiasm and dedication to helping clients achieve their desired financial outcomes make me an excellent Wealth Manager.

I am confident that I can bring knowledge, expertise and experience to the position at [Company], and I am excited for the opportunity to join your team of professionals. Please feel free to contact me at [Phone number] or [Email address] to arrange an interview. Thank you for your time and consideration.

Sincerely, [Your Name]

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What should a Wealth Manager cover letter include?

A wealth manager cover letter should be a professional and succinct summary of a candidate’s relevant qualifications and experience as they relate to the position. It should include the following elements:

• An introduction that outlines the candidate’s interest in the position and the organization they are applying to
• A brief overview of their qualifications and experience, focusing on relevant examples of the wealth management skills they have acquired
• A brief statement of why the candidate believes they would be the right fit for the job
• A conclusion that expresses enthusiasm for the position and a request for an opportunity to discuss the role further
• Contact information so the employer can get in touch with the candidate.

Wealth Manager Cover Letter Writing Tips

Writing a cover letter for a wealth management job? Follow these tips to make sure you stand out from the competition and land the job you want.

• Start your letter by introducing yourself and expressing your interest in the position. Showcase your enthusiasm and qualifications in the first few sentences to grab the hiring manager’s attention.
• Be specific about the job you are applying for and include any relevant qualifications or experience which make you a great fit.
• Showcase your knowledge of the field of wealth management and demonstrate your understanding of the company’s specific needs and goals.
• Highlight your interpersonal skills, such as communication and problem- solving.
• Describe your commitment to helping clients reach their financial objectives.
• Include any professional certifications or other qualifications which make you stand out from the competition.
• Refer to specific examples of how you have been successful in past roles.
• Keep your cover letter concise and to the point.
• Proofread your letter for any errors before sending it off.

By following these tips, you can ensure that your cover letter is professional and tailored to the job you are applying for. Good luck!

Common mistakes to avoid when writing Wealth Manager Cover letter

Cover letters are an important tool for job seekers to make a positive first impression with potential employers. For those looking to enter the financial services and wealth management industry, crafting an effective cover letter is especially important.

Here are some common mistakes to avoid when writing a wealth manager cover letter:

• Not Tailoring the Cover Letter: It is important to customize your cover letter to the particular job and company you are applying for. Generic cover letters are a red flag for employers, so make sure to adjust your letter for each job you apply for.
• Not Being Specific: Employers will be looking for how your skills and qualifications match their job description. Make sure to include specific examples of your successes and achievements that are relevant to the job you are applying for.
• Not Showing Your Personality: Cover letters can often be the first opportunity to make a connection with a potential employer. Use the cover letter to show off your unique personality and professional accomplishments.
• Failing to Proofread: Your cover letter should be free of typos and grammatical errors. Take the time to proofread your cover letter multiple times before submitting it.
• Not Following Directions: If the job posting asks for specific information or formatting, make sure to follow those instructions. Make sure to check for any required attachments and to use the correct file format.

By avoiding these mistakes, you can ensure that your wealth manager cover letter stands out from the crowd and helps you land the job.

Key takeaways

Writing a cover letter for a job as a Wealth Manager can be a daunting task. You need to ensure you stand out from the competition and demonstrate your ability to bring value to the role. Here are some key takeaways for writing an impressive Wealth Manager cover letter:

• Highlight your experience – demonstrate your knowledge and understanding of the industry by discussing past experiences and successes.
• Demonstrate your understanding of wealth management principles – show that you are already familiar with the industry and its challenges.
• Outline your communication skills – emphasize your ability to communicate complex financial topics and strategies to your clients.
• Focus on your customer service skills – highlight your ability to go above and beyond for your clients and provide exceptional customer service.
• Showcase your problem- solving skills – demonstrate your ability to analyze complex situations and develop innovative solutions.
• Show enthusiasm and passion – let the employer know that you have a genuine interest in the role and the company.
• Proofread your letter – make sure that your letter is flawless before submitting it, with no typos, grammatical errors, or spelling mistakes.

Frequently Asked Questions

1. how do i write a cover letter for an wealth manager job with no experience.

When writing a cover letter for a Wealth Manager job without any experience, the focus should be on the skills and qualities that make you qualified for the role. Highlight any academic or extracurricular achievements that demonstrate your ability to understand financial principles, analyze data, and make decisions. Also, discuss any volunteer work or unpaid internships that demonstrate your interest in the field. Finally, emphasize your enthusiasm for the job and your eagerness to learn.

2. How do I write a cover letter for an Wealth Manager job experience?

When writing a cover letter for a Wealth Manager job with experience, emphasize your accomplishments and successes in the role. Describe in detail any projects you were involved in and how you contributed to their success. Be sure to also explain how your experience has given you a unique understanding of the industry and how you can use it to benefit the organization.

3. How can I highlight my accomplishments in a Wealth Manager cover letter?

When highlighting your accomplishments in a Wealth Manager cover letter, focus on the projects you were involved in and any awards or certifications you have received. Additionally, emphasize any skills and qualities you have that are beneficial to the organization and demonstrate why you are the right person for the job.

4. What is a good cover letter for an Wealth Manager job?

A good cover letter for an Wealth Manager job should emphasize your skills and experience in the field, as well as any awards or certifications you have received. Additionally, discuss any volunteer work or unpaid internships that demonstrate your interest in the field. Finally, explain why you are the right person for the job and emphasize your enthusiasm and eagerness to learn.

In addition to this, be sure to check out our cover letter templates , cover letter formats ,  cover letter examples ,  job description , and  career advice  pages for more helpful tips and advice.

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Cover Letter For Finance Internship With Tips And Examples

Craft the perfect cover letter for a finance internship with expert tips, samples, and a step-by-step guide. Make a standout first impression!

Sanjoy Khan Choudhury

Read more posts by this author.

Embarking on a finance career? That's exciting!

In today's fast-paced and interconnected world, the realm of finance stands as a pulsating heartbeat that drives economies, shapes industries, and influences global decision-making.

From the electrifying frenzy of stock exchanges to the intricacies of investment strategies, the finance sector is a captivating domain that offers both challenges and rewards to those who dare to venture into its depths.

Join me on a journey as we understand how a finance cover letter works, dissect the trends, and gain insights into the ever-evolving landscape of modern finance markets.

In this blog, you can expect to uncover:

• Essential Components: The must-haves for your finance intern cover letter.
• A Practical Guide: Sample cover letters to steer your writing.
• Showcasing Skills: From financial analysis to communication expertise.
• Expert Tips: How to make your letter shine among the rest.

Ready? Let's help you make that first impression count.

Key Components of an Effective Finance Intern Cover Letter

The perfect cover letter isn't about using flashy words or complex jargon. It's about clarity, sincerity, and showcasing your potential. Here's a breakdown of the crucial components you need to include:

1. Direct Address: Begin with "Dear Hiring Manager." It's formal, respectful, and direct. Avoid any generic salutations like "To whom it may concern."

2. State Your Purpose: Start by mentioning you're "applying for an internship" in finance. Be clear about your intentions from the outset.

3. Showcase Your Skills & Achievements:

• Financial & Data Analysis: Mention any projects or coursework highlighting your proficiency in these areas. Did you excel in a financial modeling assignment? Talk about it!
• Accounting Principles: Express your understanding and how you've applied them in academic scenarios.
• Analytical Skills & Attention to Detail: Have you identified a mistake in a case study that others overlook? Such instances demonstrate your keen observation skills.
• Interpersonal & Communication Skills: Have you led group projects or presentations? These experiences show you can work well with others and articulate your ideas.

4. Relate Your Educational Background: Connect your academic achievements with how they've prepared you for real-world challenges in the finance industry. For instance, if you undertook a project on stock market trends, discuss what it taught you about the dynamics of the financial world.

5. Conclude with Confidence: Finish strong. Reiterate your interest in the position and your belief that you'd be a valuable asset to the team.

Every word in your cover letter should serve a purpose. Keep it concise. Ensure it's free of typos. Ensure every sentence pushes the narrative that you're the right fit for the finance internship.

Sample Cover Letters For Finance Internship

To give you a clearer picture, here are some cover letter samples to guide you:

Cover Letter For Finance Internship Example 1

Dear Hiring Manager,

I am writing to express my keen interest in the finance internship at [Company Name] . As a recent graduate from [Your University/College] with a degree in [Your Major, e.g., "Finance & Accounting"] , I am eager to dive into the finance industry and garner hands-on experience that will set the foundation for my budding career.

While my resume may highlight the fresh onset of my professional journey, I bring with me a vibrant blend of academic excellence and transferable skills:

• Academic Rigor: Consistently ranked in the top 10% of my class, showcasing my commitment and grasp of financial principles.
• Team Collaboration: Collaborated on a semester-long project that simulated stock market trading, where our team achieved a simulated portfolio growth of 15%.
• Technological Acumen: Proficient in utilizing tools like Excel for data analysis and have a foundational understanding of financial software.
• Quick Learner: Demonstrated through my ability to master new concepts and software during intensive coursework.
• Strong Communication: Presented financial concepts to peers during group projects, honing my ability to break down complex topics.

I am particularly drawn to [Company Name] due to your reputation for nurturing young talents and your innovative approach to [specific aspect of the company, e.g., "digital financial solutions" or "sustainable investment strategies"] . I am convinced that under such an environment, I can significantly benefit from real-world challenges and, at the same time, contribute fresh, novel perspectives.

I am eager to embark on this journey, bridging my academic insights with industry practices. I am confident in my potential to grow, learn, and eventually contribute significantly to the world of finance with [Company Name] as my starting point. I look forward to the opportunity for further discussion.

Warm regards, [Your Name]

Cover Letter For Finance Internship Example 2

I am writing to express my keen interest in the finance internship at [Company Name] . As a [Your University/College] student majoring in Finance, I've always been drawn to the real-world applications of financial analysis and data analysis. I am confident that my educational background and passion make me a strong candidate for this position.

During my coursework, I've delved deep into accounting principles and undertaken projects in financial modeling. One particular project required me to forecast the quarterly financial performance of a hypothetical company using various data analysis tools. It honed my analytical skills and heightened my attention to detail.

Furthermore, as the leader of our college's Finance Club, I've honed my interpersonal and communication skills by coordinating events, leading discussions, and presenting to large audiences. This experience has taught me the importance of clear communication in the finance industry.

What excites me most about this internship is the opportunity to bring my theoretical knowledge into practice. I am eager to learn, adapt, and contribute to [Company Name] 's esteemed team. With my blend of academic insights and leadership experiences, I am keen to tackle challenges and offer fresh perspectives.

Thank you for considering my application. I look forward to the possibility of contributing to [Company Name] . I am available at your earliest convenience for an interview.

Tips to Make Your Cover Letter for Finance Internship Stand Out

Crafting a cover letter for a finance internship can be daunting. Afterall, it is the first impression you'll make on a hiring manager. But fear not! Let's break down some pro tips that can elevate your cover letter from good to exceptional.

1. Address the Right Person

Starting with a generic "To Whom It May Concern" isn't ideal. If possible, research the hiring manager's name. "Dear Hiring Manager" is an acceptable alternative if the name isn't available, but personalizing always creates a better impression.

2. Proofread, Proofread, Proofread

Attention to detail is paramount in finance. Any spelling or grammar mistakes can be a red flag. Consider using tools or getting a fresh pair of eyes to review your letter.

3. Quantify When Possible

Numbers speak volumes in the finance world. If you've achieved specific results in your projects or coursework, mention it. For example, "I enhanced financial model accuracy by 15%."

4. Be Genuine in Your Passion

Instead of stating, "I am passionate about finance," illustrate why. Was it a specific event, a course, or a personal experience that sparked this interest?

5. Tailor Your Letter

One-size-fits-all doesn't apply here. Each company has its unique values and culture. Highlight experiences and skills that align with the specific company's ethos and job description.

6. Keep It Concise

While sharing every accomplishment may be tempting, your cover letter should be a snapshot. Stick to the highlights that are most relevant to the internship. Ideally, keep it to a single page.

7. Use Keywords but Don't Force Them

Remember the list of keywords you're armed with? Use them naturally within your letter, especially if they align with the internship's requirements. This can also help if the company uses applicant tracking systems.

8. Close with Confidence

End your letter reiterating your enthusiasm and inviting further discussion. Instead of a passive "I hope to hear from you," try "I am eager to explore how my skills align with XYZ Company's goals and would welcome the opportunity to discuss further."

Enhance your cover letter skills by delving into our wide selection of blogs, catered for varied positions and internships. Dive deep, absorb, and transform your writing journey.

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Wrapping Up

Embarking on a journey into the finance industry as an intern can be exhilarating. While you're armed with academic knowledge, the nuances, like crafting a standout cover letter, can truly make a difference.

Remember, your cover letter isn't just about showcasing qualifications; it's your personal pitch, your narrative. Ensure it's compelling, genuine, and, most importantly, reflective of you.

Key Takeaways:

• Personalize: Address the right person and tailor your cover letter to the specific company.
• Highlight Value: Showcase relevant coursework, projects, and both soft and technical skills.
• Be Concise: Stick to a page and focus on your most impactful experiences and qualities.
• Proofread: Attention to detail is key. Ensure there are no errors.
• End Confidently: Your conclusion should leave an impression, echoing your enthusiasm and eagerness.

Wishing you every success as you step into the dynamic world of finance. Go forth and make your mark!

This article has been written by Sanjoy Khan Choudhury . He works as a Content Marketing Specialist at Vantage Lens . His areas of interest include music, marketing, cuisine, and anime. When he’s not writing, he’s usually singing to the tune of his guitar or finding some weird way to cook his meal.

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Wealth Manager Cover Letter Sample

Land your dream job & find inspiration for your new cover letter with this highly instructive Wealth Manager cover letter sample. Use this cover letter example for free or revise it in our HR-approved cover letter builder.

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Wealth Manager Cover Letter Sample (Full Text Version)

Lavanya randhawa.

Dear Hiring Manager,

I am writing to express my interest in the Wealth Manager position at BNQ Finance, LLC as advertised on LinkedIn. I believe that my qualifications and experience make me a strong candidate for this role, and I am excited about the opportunity to contribute to your team.

With over 3 years of experience as a Wealth Manager at MEPY Asset Management, LLC, I have developed strong analytical and critical thinking skills that have enabled me to effectively manage client portfolios, provide financial planning services, and offer investment advice. I have a proven track record of success in reducing expenses, achieving top rankings within the company, and receiving recognition for exceeding performance targets.

In addition to my professional accomplishments, I am a Chartered Wealth Manager (CWM) proficient in using industry-specific software such as Morningstar Portfolio Manager, Master Investor 6, and Mint. I am confident that my skills and experience align well with the requirements of the Wealth Manager role at BNQ Finance, LLC.

I am excited about the possibility of contributing to your team and am eager to discuss how my background, skills, and achievements can benefit your organization. Thank you for considering my application. I look forward to the opportunity to speak with you further.

Sincerely, Lavanya Randhawa

Milan Šaržík, CPRW

Milan’s work-life has been centered around job search for the past three years. He is a Certified Professional Résumé Writer (CPRW™) as well as an active member of the Professional Association of Résumé Writers & Careers Coaches (PARWCC™). Milan holds a record for creating the most career document samples for our help center – until today, he has written more than 500 resumes and cover letters for positions across various industries. On top of that, Milan has completed studies at multiple well-known institutions, including Harvard University, University of Glasgow, and Frankfurt School of Finance and Management.

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Management Internship Cover Letter Sample

Are Management Internship cover letters necessary? Do employers read them? Are they worth the time and energy they require?

The answer to the above three questions is YES.

A cover letter is even more critical if you are applying for an internship.

For writing a management internship cover letter, here are some rules that must be considered:

• Showcase your most selling but relevant skills
• Quote some related achievements
• Show your dedication and tell them what inspires you
• Communicate your strengths without bragging
• Give an insight into your personality; employers like to know what kind of person you are to work with.

Here is a sample cover letter for my Management Internship Resume for your guidance.

Management Internship Cover Letter Example

Olivia Claire 590 Kelvin Sq Atlanta, GA 56362 (000) 333-1111 [email protected]

April 2, 2022

Daniel Gibson HR Manager Morgan Stanley 788 Stanley Street Atlanta, GA 56362

Dear Mr. Gibson:

I am writing this letter to express interest in your advertised management internship. As a graduate of finance, I have a deep-rooted interest in wealth management and also bring a year of experience as a management internee with one of the leading financial service providers in the Atlanta region.

The following are some highlights of my profile for your consideration:

• Demonstrated ability to maintain an updated and functional knowledge base of contemporary industry management practices through daily business interactions and various assignments. • Trained in wealth management and facilitating financial service provision to clients as per their requirements. • Adept at providing strong marketing and sales support to the team. • Well versed in market research and productive implementation of the results.

Gifted with the ability to grasp the current market trends quickly, I am good at beneficial decision-making regarding product/services forecasting. I am eager to bring exceptional skills in designing, developing, and implementing customer-friendly financial services, managing the same throughout.

If you could use a helping hand in new product pricing and launching, expert assistance in the management of existing products, and facilitation of business expansion and marketing in all possible ways, give me an interview call now. Every minute delayed is a minute of delay in the rejuvenation of business at Morgan and Stanley! I will call your office next week to answer any queries you might have regarding my qualifications and expertise.

Thank you for your time and consideration.

Olivia Claire

(000) 333-1111

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Sample Merrill Lynch Internship Cover Letter

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Penny Loretto is the Associate Director in the Career Development Center at a Skidmore College, a small liberal arts college. She has her own career counseling practice, Career Choice, where she works with adults in career transition. She conducts career planning workshops including researching career options, job search strategies, and resume development.

If you're a student looking to eventually work in the financial industry, you likely consider Merrill Lynch to be a potential new employer someday. Headquartered in New York City, Merrill Lynch is one of the largest wealth management companies in the world, handling over $2.2 trillion in client assets. The corporation employs over 15,000 people. They have repeatedly won awards as a top financial adviser, best institutional investor and best brokerage firm. 

Merrill Lynch offers many job opportunities for those interested in finance, boasting high levels of independence and an uncapped bonus salary structure that allows top advisers to make many times over their base salary. It's a lucrative policy that helps attract the best talent in the field. 

Because the corporation is so prestigious, internships at the company are highly sought after. Your Merrill Lynch internship application needs to be as strong as possible to be considered. In particular, your cover letter needs to highlight your strengths, your skills, your passion for the industry and your familiarity with Merrill Lynch's offerings as a wealth management firm. Emphasizing your entrepreneurial spirit and your potential contributions to the company will establish you as a serious and professional candidate. 

Sample Merrill Lynch Cover Letter

Haleigh B. Baleigh

4 Birch Court Smithtown, NY 23475 (Home) (232) 422 – 2211 (Cell) (902) 777 – 3333 [email protected]

April 24, 20XX

Ms. Doris Jones Executive Director Finance Division l Merrill Lynch 238 Seventh Avenue New York, NY 4321

Dear Ms. Peabody:

My academic and previous work and internship experience make me the perfect candidate for Merrill Lynch’s Summer Analyst Program. Mary Smith, Merrill Lynch’s Senior Analyst, recommended that I write you in regards to the position in hopes that I can apply and interview with you prior to the October 31st deadline.

In the internship posting, it listed strong analytical, leadership and quantitative skills. Through my business, finance, and economic courses I have developed strong skills in these areas and look forward to the opportunity to further develop my skills through a challenging and rigorous ​internship experience. My previous experience in the financial field includes an internship as an analyst with Smith Barney as well as working for the credit union for the past two years at my college. In addition to my knowledge and skills in the area of finance, I have been commended by my professors and previous supervisors as to my strong verbal and written communication skills. I was a key player in putting together the financial portion of my management and business project and presentation which was highly praised by the executive team that attended.

I am confident that I can apply the same skills at Merrill Lynch that have made me successful in my previous educational and career pursuits. I will call next week to see if you agree that my qualifications match what you are looking for in a summer analyst. I am available to schedule an interview that could be arranged at a mutually convenient time for both of us. Thank you for your time and consideration and I look forward to hearing from you soon.

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Investment Banking Cover Letter Template

Free cover letter template to help you break into Investment Banking (IB)

Mr. Arora is an experienced private equity investment professional, with experience working across multiple markets. Rohan has a focus in particular on consumer and business services transactions and operational growth. Rohan has also worked at Evercore, where he also spent time in private equity advisory.

Rohan holds a BA (Hons., Scholar) in Economics and Management from Oxford University.

Chris currently works as an investment associate with Ascension Ventures, a strategic healthcare venture fund that invests on behalf of thirteen of the nation's leading health systems with $88 billion in combined operating revenue. Previously, Chris served as an investment analyst with New Holland Capital, a hedge fund-of-funds  asset management  firm with $20 billion under management, and as an investment banking analyst in  SunTrust Robinson Humphrey 's Financial Sponsor Group.

Chris graduated Magna Cum Laude from the University of Florida with a Bachelor of Arts in Economics and earned a Master of Finance (MSF) from the Olin School of Business at Washington University in St. Louis.

• Investment Banking Cover Letter Template: Advice From The WSO Community

Why Do Cover Letters Matter?

• Less Is More For Cover Letters

The Hail Mary Cover Letter

• WSO Cover Letter Template

Attached at the bottom of this post is the FREE investment banking cover letter template that is sometimes used for WSO cover letter review clients.

We have decided to make it free to help those of you that can't afford a more tailored service .

This cover letter template uses bullets to keep the points succinct and format easy to read .

You'll also notice that the header matches the WSO  investment banking resume template format.

Investment Banking Cover Letter Template: Advice from the WSO Community

Here's what you need to know about the IB cover letters from our community.

CompBanker: The cover letter holds almost no weight, other than to put you at risk for being dinged. Make it very simple, very bland, and just say all the usual things. If you have mistakes in it or make outrageous claims, your cover letter will be circulated and laughed at.

Like @CompBanker said, you won't get the interview with your cover letter .

Your goal for the cover letter isn't to single-handedly land you an interview with your eloquence and grandiose; it's to check the box and make sure it's proper enough that it doesn't get you dinged .

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Less Is More for Cover Letters

Our users shared great input on why 'less is more' when it comes to cover letters.

bkm125: What you really want people to be looking at is the resume. The longer your cover letter is the larger the chance that you'll have a typo or say something stupid. Just tell them what job you're applying for, who you've been in touch with at the firm, and maybe a few sentences about your qualifications and lock up the deal with a solid resume.

K.I.S.S: Keep It Simple Stupid.

Mention who you've talked to at the firm , your interest in the job, your qualifications , and briefly (very briefly) explain any gaps in your resume .

Avoid excuses , more on this later.

Two or three paragraphs is all you need for that. Any more than that , and you're giving them potential reasons to ding you .

Here's some great advice from @blackice".

blackice: The best thing you can do is name drop people you have talked to. That way I know you have done your homework, and I can ask the person you talked to how your chat was. I think cover letters are better when they are focused on your past work experience as opposed to general and arbitrary sentiments about how you are a "hard worker and team player with a strict attention to detail".

If you've talked to someone at the firm and they'd remember you, DO namedrop them in your cover letter.

Common Cover Letter Mistakes

Here are some of the usual mistakes candidates make in their cover letter as mentioned by our member @qonnect.me.

This is an example of an excuse in a cover letter:

"I realize I have more professional experience in technology than in finance. I believe that was just due to bad luck due to graduating from my MBA program at the height of the 'Great Recession '. However, I am 100% committed and motivated to prove myself in a finance position."

Bad luck? No, it's the shitty and difficult-to-read resume , cover letter , and 'research reports' that are the issue .

What goes on in the recruiters head: I'm almost certain you would be a terrible employee just by the quality of the work you sent me in a cold email . You graduated from college 10 years ago, by the way. I remember at least a few of those as being pretty good years. If you were halfway decent, you could have squeaked in the industry in more than a few of those years.

Please do not pin all of your circumstance on luck , especially in a cover letter .

Even if the reader is a big believer in luck , you're telling him you're unlucky .

Who wants to hire someone who's unlucky? It seems the bad luck streak started in utero, if you ask us.

Revealing Your Ignorance:

Even worse than just plain ignorance, is the below quote from an attached research report that a candidate had written. Since he thought it was worth including, I assume the report was something he was proud of, but it was cringe-worthy.

"I am placing a STRONG BUY recommendation on [company]. ("ticker") and believe that [the company], at the current price of $10.00, trades at a 123% discount to my estimated fair market value of $22.30" (Both made up numbers to scale to the actual numbers listed in the 'report')

The report should have never been attached .

It made a weak applicant look even worse . He's clearly never done anything but 'book learn' on these subjects. It's painfully obvious by reading the report. He uses four valuation methodologies on the stock with the sole intention of showing that he knows more than one valuation method .

If you're thinking of including a research report on a company when you're cold emailing people, it's a high-risk strategy. Your research probably sucks unless you've been doing it professionally. If there is any doubt at all about including a 'research report', do not do it.

Side note: The research report had a lot of opinions and not a lot of facts, and it lacked connections between really basic facts about the current state of the business to the 'projections'.

If you don't think you have a chance to get the job, you can toss a Hail Mary with your cover letter .

Here's a cover letter an audacious undergrad used in an effort to stand out and grab the attention of its reader .

A big swing that's either a hit or miss . We don't recommend using this cover letter unless you lack the slightest chance of getting the interview in the first place.

Dear BLOCKED, My name is (BLOCKED), and I am an undergraduate finance student at (BLOCKED). I met you the summer before last at Smith & Wollensky's in New York when I was touring the east coast with my uncle, (BLOCKED). I just wanted to thank you for taking the time to talk with me that night. I am writing to inquire about a possible summer internship in your office. I am aware it is highly unusual for undergraduates from average universities like (BLOCKED) to intern at (BLOCKED), but nevertheless, I was hoping you might make an exception. I am extremely interested in investment banking and would love nothing more than to learn under your tutelage. I have no qualms about fetching coffee, shining shoes, or picking up laundry, and will work for next to nothing. In all honesty, I just want to be around professionals in the industry and gain as much knowledge as I can. I won't waste your time inflating my credentials, throwing around exaggerated job titles, or feeding you a line of crap (sic) about how my past experiences and skill set align perfectly for an investment banking internship . The truth is I have no unbelievably special skills or genius eccentricities, but I do have a near perfect GPA and will work hard for you. I've interned for Merrill Lynch in the Wealth Management Division and taken an investment banking class at (BLOCKED), for whatever that is worth. I am currently awaiting admission results for (BLOCKED) Masters of Science in Accountancy program, which I would begin this fall if admitted. I am also planning on attending law school after my master's program, which we spoke about in New York. I apologize for the blunt nature of my letter, but I hope you seriously consider taking me under your wing this summer. I have attached my resume for your review. Feel free to call me at (BLOCKED) or email at (BLOCKED). Thank you for your time. Sincerely, BLOCKED.

Interested in Investment Banking - Breaking In

If you want to break into investment banking, you need to be well-prepared for the technical aspects of the interview. We advise you to check out our  Free Investment Banking Interview Guide  first, before investing in  our paid course , so that you have an idea of what to expect.

Two common mistakes that candidates make while recruiting for IB: 

• Using phrasing like "After my summer analyst stint, I learned the entire deal execution process...", "I am extremely proficient in Excel and financial modeling ...", etc. You get the idea. Be confident, but don't over-emphasize anything out of the scope of your ability to speak to it.
• Not enough emphasis on teamwork. This is important. People should know that you are able to work with others. This is easy to incorporate, just give a brief two sentence overview of what your team structure was and why it made sense.

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How to Write a Cover Letter for an Internship? (+5 Real Internship Cover Letter Examples)

• Julia Mlcuchova , 
• Updated March 20, 2024 8 min read

Trying to figure out how to write a cover letter for an internship ? Look no further!

POV: After weeks and weeks of searching for the right internship opportunity, you've finally found it. But, at the end of the posting, there's a single short sentence that takes you aback:  “Please, attach a cover letter to your application .”

Although some consider cover letter writing to be a relic of the past, it still holds its rightful place in the professional world. 

Because a well-written and persuasive cover letter can sometimes make up for the lack of work experience on your resume . And if you're trying to apply for an internship , this is probably your case, too. 

So, continue reading this article and learn: 

• What is a cover letter for an internship;
• Whether you need to attach a cover letter to your internship application;
• How to write one in 7 steps;
• 5 real-life internship cover letter examples .

Table of Contents

Click on a section to skip

What is a cover letter for an internship?

Do you need a cover letter for an internship, how to write a cover letter for an internship in 7 steps, 5 real-life internship cover letter examples, key takeaways: how to write a cover letter for an internship.

Generally speaking, an internship cover letter is a formal document that accompanies your resume when applying for an internship. 

When it comes to its content, a cover letter for an internship falls somewhere between a traditional cover letter and a motivational letter . 

• A traditional cover letter , used by job applicants with years of experience, is supposed to underline some of the candidate's most relevant and impressive skills, qualifications, and work achievements . 
• A motivational letter , used mostly in academia, aims to communicate one's passion for the subject, their motivation, and personal goals . 

Hence, a cover letter for an internship combines the purpose of the traditional cover letter (convincing the recruiters that you're the right person for the job) with the tone and strategy of the motivational letter (writing about personal motivations and goals).

A truly successful internship cover letter should answer the following questions:

• Who are you? 
• Why are you interested in this particular internship?
• Why are you the best fit for this internship?
• What do you want to gain from this internship?

Absolutely! 

In fact, you should always attach a cover letter to your internship application , even if it isn't explicitly required from you.  

Why, you ask? 

Well, consider this: Internships are crucial stepping stones towards your dream career. And they're also incredibly competitive. A single internship opening can be answered by tens of applicants at a time. 

But how can you stand out from a crowd of equally inexperienced candidates? Certainly not by your non-existent professional accomplishments, right? 

When companies look for interns, they don't expect you to have a ton of real-life experience. They aren't looking for a “finished product,” but for someone with a genuine desire to learn and enthusiasm for the job. 

And these two are your weapons of choice!

How can a cover letter for an internship help you?

Apart from the reasons mentioned above, your internship cover letter is also responsible for: 

• Conveying first impression. Usually, recruiters will read your cover letter before looking at your resume. So, it's the perfect opportunity to introduce yourself to them in a memorable way. 
• Showing your efforts. Next, taking the time to craft a thoughtful cover letter shows that you're willing to put in that extra effort to stand out from the rest of the candidates. 
• Highlighting your communication skills. Also, a well-written cover letter demonstrates your ability to articulate your thoughts clearly and professionally. 
• Showing your professionalism. When you walk into a room, it's polite to introduce yourself and shake everybody's hand. This is exactly what a cover letter does! To attach one to your application is a common courtesy.

Now that you're familiar with the whats and whys , let's have a look at how to write a good cover letter for an internship step-by-step. 

For example : Application for [name of the internship] internship – Surname.

Then, place your contact information (your name; professional email address; phone number; link to your website / portfolio / social media accounts if relevant) directly into the header .

If you know the recipient's name, address them by “ Dear [full name] ,” or “ Dear Mrs/Mr [last name] ,”. If you don't know who to address the cover letter to , address it more generally to “Dear Hiring Manager,” .

In the first paragraph of your cover letter , start by stating your name and where you studied (including your current degree and year of study). Proceed by explaining how you came to know about the internship and what are your motivations for applying to it.

Since you don't have much work experience, you can talk about your academic achievements; relevant coursework; dissertation project; extracurricular activities; volunteering; membership in relevant societies, etc.

The closing paragraph of your cover letter should reiterate your desire to get the specific internship, express gratitude to the recipient for their time and consideration, and include a final call for action (i.e. "I look forward to discussing the next steps during an interview." )

Finally, based on how you greeted the recipient of your cover letter, you can sign off with either “ Yours sincerely ,” or “ Yours faithfully ,” . If you addressed the recruiter by their name, sign off with the former; if not, use the latter.

Don't feel like writing your internship cover letter by hand?

Let our AI cover letter writer create the first draft of your internship cover letter!

Undoubtedly, the best way to learn something is to look at specific examples . And that's exactly what we're going to do right now! 

Below, we've prepared 5 internship cover letters written by real people with the help of our cover letter templates .

And, each of them is accompanied by our internship cover letter writing tips that you can implement into your own cover letter! 

FYI, you can use each of these examples as the first draft for your very own internship cover letter – simply click on the red button and start personalising the text (or let AI handle it).

#1 Philips Marketing Intern Cover Letter Sample

Internship cover letter example:.

This cover letter sample was provided by a real person who got hired with Kickresume’s help.

What can you take away?

• Eye-catching header.  Firstly, the header is visually clearly separated from the rest of the text. This makes the recruiters notice it immediately. Plus, the contact information of the company is also featured in the left-hand corner - just like it would be on an actual letter.
• Research the company before applying. Notice sentences like: “ I really like and relate to what Philips stands for … ” and “ Furthermore, it is very appealing that Philips operates on an international level… ”.This shows that the candidate’s done a thorough research of the company's philosophy and structure.

#2 Warner Bros. Public Relations Intern Cover Letter Example

• Share a personal story. This can help you establish a sentimental connection between you and the company. Show them that for you, working for their company means more than any old internship.
• Name-drop a referral. Now, this is a little bit of a cheat code. But, if you happen to know about anyone who has worked/currently works for the company, slip their name into your cover letter.

#3 University of Massachusetts Boston Intern Cover Letter Example

What can you take away  .

• Write about what you want to gain from the internship. It shows that you're not there just to have something to put on your resume; but that you’re motivated by the idea of gaining actual industry knowledge and skills.

#4 Audit/Tax Summer Internship at CohnReznick Cover Letter Sample

• Mention any relevant academic activities. If you're wondering how to write a cover letter for an internship with no experience whatsoever, this is your way to go! For example, notice how this candidate noted all of his relevant courses, skills, association membership, and competition participation.
• Focus on transferrable skills. Especially when your study programme doesn't necessarily fit the internship opening to a T. Instead, focus on any transferable skills you've picked up. 

#5 Intern at NBC Cover Letter Sample

• Keep your opening and closing paragraphs short and sweet. As you can see in this example, it helps keep a certain visual harmony of the overall document. And, despite the length, both paragraphs do exactly what they're supposed to. Besides, recruiters might be discouraged to read the rest of your cover letter if your introductory paragraph is too long.

To sum it all up, an internship cover letter is a formal document that you submit together with your resume when applying for an internship. Its content should be something between a traditional cover letter and a motivational letter.

Its purpose is to introduce yourself to the recruiters in a more personal way than the resume allows. 

The main things you want your internship cover letter to communicate are:

• who you are,
• why you're interested in this opportunity,
• what make you the best fit for the internship, 
• your motivation (your long-term professional goals),
• your desire to learn (what you want to gain from the experience).

To write a truly impactful and persuasive cover letter, we recommend following these 7 key steps: 

• Specify which internship you're applying for in the subject line.
• Include your contact information in a header.
• Address the recipient appropriately.
• Introduce yourself & your motivations in the opening paragraph.
• Elaborate on why you're a good fit and what motivated you in body.
• End your cover letter with a confident closing paragraph.
• Finish off with a polite sign off. 

Finally, if you feel that the examples provided in this article aren't enough, you can always find more in our cover letter database . 

Julia has recently joined Kickresume as a career writer. From helping people with their English to get admitted to the uni of their dreams to advising them on how to succeed in the job market. It would seem that her career is on a steadfast trajectory. Julia holds a degree in Anglophone studies from Metropolitan University in Prague, where she also resides. Apart from creative writing and languages, she takes a keen interest in literature and theatre.

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Home » Job Tips » Resume Writing Tips » Cover Letter For Finance Interns

Cover Letter For Finance Interns [with Template & Samples]

Securing a finance internship can be a crucial step in launching a successful career in the financial industry. However, getting hired for these positions can be tough, but having an outstanding cover letter can make all the difference. So, what makes a winning cover letter for a finance intern? This guide will help you to create a finance intern cover letter step-by-step and give you valuable tips on how to format your letter, and what important information to include, along with a sample and template. By following the structure and advice provided here, you’ll be able to effectively showcase your skills to impress potential employers.

Table of Contents

What To Include In a Cover Letter for Finance Intern?

When writing an application letter for an internship in finance, it is vital to showcase your skills, experiences, and eagerness for the role. Here is an in-depth look at all the essential elements that you should include in your letter: 

The header of your finance intern cover letter should include your contact information (name, city/pin code, phone number, email) and the current date. Use a standard cover letter format to write these details as recruiters may quickly skim through the letter. 

2. Salutation

The salutation should address the recruiter or hiring manager directly by full name and title, if possible. Generic salutations like “Dear Hiring Manager” are also acceptable when specifics are unavailable. Personalization signals attentiveness, so attempt to confirm names or titles before sending your cover letter.

3. Introduction

The introduction paragraph highlights the position you’re applying for and conveys enthusiasm regarding the potential internship opportunity. Begin your statement by expressing your interest in the role and providing a brief introduction about yourself. Include the exact job title and how you discovered the opening. Share reasons for interest in this company, and express why you’re qualified for the role. 

4. Body Paragraphs

In the body paragraphs of your application, discuss qualifications, experiences, and skills. You can provide examples of domain-specific internship experiences, coursework, and extracurricular activities.  Further, you can mention volunteer work to demonstrate that you are a dedicated individual. Try to use clear examples to showcase relevant knowledge or skills. Ensure you explain your career goals and how the internship aligns with these aspirations.

5. Conclusion

In the conclusion of your finance intern cover letter, reiterate your enthusiasm for the internship while thanking the recruiter for considering your application. Briefly summarize why you are a strong fit for the position based on your qualifications.  Further, confidently express that you would like to discuss these qualifications in more detail during an interview. Remember to provide your contact information for easy follow-up.

6. Closing & Signature

Close the letter with a respectful sign-off like “Sincerely” or “Best regards” followed by your handwritten or digital signature. Proofread carefully before sending to check for errors that could undermine the presentation.

Also Read: How to Write Cover Letter for Internship .

Cover Letter Template For Finance Internship

This is a finance internship cover letter template. You can use it as a guide to draft your letter.

Cover Letter Sample For Finance Internship

When applying for a finance internship, it is crucial to effectively communicate your skills and qualifications through a well-crafted cover letter. This cover letter example for a finance internship with no experience will serve as an excellent guide to help you kick-start the writing process. 

Tips for Writing an Application Letter for Internship in Finance

When applying for a finance internship , a well-crafted cover letter is essential to make a positive first impression. Here are valuable tips for writing the best cover letter for an internship in finance:

1. Ensure Proper Formatting

Ensure that you align the formatting of your cover letters and resumes to maintain consistency. Use similar sizing, margins, style choices, and heading labels across documents. A consistent and professional format shows your attention to detail.

2. Tailor Content Specifically

Before applying to any company, conduct research on the firm and personalize your application by highlighting how your background aligns with their specific needs and priorities. Sending generic letters may cause you to miss out on important requirements, hence, missing out on the opportunity to create meaningful connections.

3. Don’t Exaggerate Qualifications

Avoid exaggerating your qualifications. Instead, communicate honestly about your genuine experiences and abilities. Being transparent will help establish trust and credibility. Emphasize skills that truly correspond to their requirements.

It is crucial to draft a compelling cover letter for a finance intern to make a great first impression. By following these guidelines and tips and using the provided template and sample, you can effectively demonstrate your qualifications and enthusiasm for the position. This will significantly increase your chances of securing the finance internship opportunity that you desire.

Also, check out the most common internship interview questions & answers .

Answer: You can write a cover letter for an internship in finance by tailoring your content to the specific company and role. Highlight relevant finance skills, coursework, and experiences. Use the provided template and sample as a guide for proper formatting and content.

Answer: Your cover letter for an internship should have an introduction stating your interest and qualifications, body paragraphs expanding on relevant background and skills, and a conclusion summarizing your fit and enthusiasm.

Answer: Briefly state your background and share reasons for interest in the company and position to introduce yourself in an internship cover letter. Also, highlight one or two top skills that fit the role’s requirements.

Answer: To write a cover letter for an internship with no experience, focus on hard skills gained from coursework, volunteer work, and any extracurricular activities.

Answer: To explain your internship experience in a cover letter, mention the skills you developed that directly relate to the open position and provide specific examples that demonstrate how you applied those abilities to accomplish measurable goals during your internship. Additionally, explain how that experience has equipped you with the knowledge and capabilities to excel in the role you’re applying for.

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Harshita is an English Literature graduate from the University of Delhi with 3 years of experience in Content Writing and Editing. Dedicated to her craft, she loves creating magic with words. She is a big fan of hoarding cute planners and journals and can be seen watching FRIENDS (almost EVERYTIME) in her spare time. Her meticulous attention to detail makes her stand out from the crowd. A typo epidemic is her worst nightmare!

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Phoenix Financial Services

Global wealth management intern.

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Job Summary:

As a Global Wealth Management Intern in the Sales and Trading division, you will have the opportunity to gain valuable experience and develop a comprehensive understanding of the financial industry. You will be an integral part of our team, working closely with experienced professionals to provide exceptional service and support to our clients. This internship is designed to provide hands-on exposure to sales and trading activities within the wealth management sector, allowing you to enhance your knowledge and skills in this dynamic field.

Responsibilities:

• Assist the sales and trading team in executing client orders and executing trades across various financial products, such as equities, fixed income, derivatives, and foreign exchange.
• Conduct market research and analysis to identify investment opportunities and provide insights to clients and internal stakeholders.
• Collaborate with wealth advisors and relationship managers to develop customized investment strategies and recommendations for high-net-worth clients.
• Monitor market trends, economic indicators, and regulatory developments to keep the team informed and provide timely updates.
• Prepare and present reports, presentations, and investment proposals to clients and internal stakeholders.
• Support the team in managing client relationships, including responding to inquiries, resolving issues, and providing exceptional service.
• Assist with portfolio management tasks, including performance analysis, risk assessment, and asset allocation.
• Contribute to the development and implementation of sales and marketing initiatives to expand the client base and increase revenue.
• Stay updated on industry best practices, product knowledge, and regulatory requirements to ensure compliance and professional growth.
• Collaborate with cross-functional teams, including research analysts, compliance officers, and operations, to ensure seamless execution of client transactions.

Qualifications:

• Currently pursuing a Bachelor’s or Master’s degree in finance, economics, business, or a related field.
• Strong interest in sales, trading, and wealth management within the financial services industry.
• Solid understanding of financial markets, investment products, and trading strategies.
• Excellent analytical skills and ability to interpret complex financial data.
• Strong interpersonal and communication skills, with the ability to build relationships and collaborate effectively.
• Demonstrated ability to work in a fast-paced, dynamic environment and handle multiple priorities.
• Proficiency in MS Office suite, including Excel, PowerPoint, and Word.
• Knowledge of Bloomberg or other financial data platforms is a plus.
• Attention to detail and a commitment to accuracy in all work.
• Ability to adapt and learn quickly, with a proactive and results-oriented approach.

Note: This job description is intended to convey essential job functions and requirements. It is not intended to be an exhaustive list of duties, responsibilities, or qualifications associated with the position.

Please also note that this is an ongoing summer internship that may convert into a part-time/full-time apprentice position in the near future.

Please submit your application, including your resume and a cover letter highlighting your interest in sales and trading within the wealth management industry. We appreciate all applications, but only shortlisted candidates will be contacted for further steps in the selection process.

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From Wealth Management to Investment Banking: How to Make the Leap

If you're new here, please click here to get my FREE 57-page investment banking recruiting guide - plus, get weekly updates so that you can break into investment banking . Thanks for visiting!

As internships and full-time jobs begin each year, new hires flock online and start asking the same question repeatedly:

“Help! I hate this job. How can I move from wealth management to investment banking ? I’ll do anything!”

The good news is that it is possible to do this.

The bad news is that it may be extremely difficult to near impossible unless you get a top MBA.

It’s arguably the most difficult “front office to front office” transition within finance, so you should probably start by considering why you want to make this switch:

Why Switch from Wealth Management to Investment Banking?

We cover many of the trade-offs in the earlier wealth management vs. investment banking article , but in short:

• Investment banking has better exit opportunities at all levels.
• The work might not be for you , even if you’re good at it – for example, maybe you find deals far more interesting than building a client book or managing their portfolios.
• The average compensation in investment banking is higher (yes, top wealth managers can earn millions per year with great hours, but we’re talking averages ).
• It’s easier to grind your way up in IB without being “good” at the core skills of winning clients and closing deals; these skills matter as you become more senior.
• Many people find wealth management work boring or repetitive and do not like the heavy sales/cold-calling aspects.

The problem with this list is that only #1 (exit opportunities) and #2 (the deal work in IB being more interesting) are good reasons to move into investment banking, specifically .

If you want higher compensation, the ability to advance without being great at sales, or more interesting work, many other options are far more accessible .

For example, corporate banking would satisfy many of these goals.

The compensation ceiling is lower than in IB or WM, but it’s still quite high (mid-to-upper-six figures), and recruiting is much less competitive than IB.

So, this career transition is a bit like the “ age and investment banking ” question: Unless you need something very specific , there are probably better ways to achieve your goals.

The 3 Basic Pathways from Wealth Management to Investment Banking

If you are dead set on aiming for an exit opportunity only investment banking offers or you really want to work on deals, maybe this transition makes sense.

If so, there are three viable times to do it:

• Right After an Early-University Wealth Management Internship – It’s feasible to switch at this point because you don’t have much experience, and you can spin the WM internship as you “wanting to learn the finance industry” or work at a large bank.
• After Your Final Internship in University – This one is a lot more challenging because banks do not hire many full-time Analysts outside their internship programs .
• From a Full-Time Wealth Management Role – This one is even more difficult because wealth management is not a common source of lateral hires , as the skill sets are quite different. So, you’ll usually have to take more of an indirect path through several other “hops” if you do this.

There isn’t much to say about Case #1 because it’s a variant of the standard “ How to Get an IB Internship ” plan – start early, earn high grades, and network/prep aggressively.

It helps if you can get one additional, more relevant internship besides your first wealth management one, but it’s not necessarily required if the rest of your profile is good.

The other two cases require more explanation:

Switching Into IB After Your Final Internship in University

We published a great story from a reader who made this last-minute switch .

This story is older, but the strategies and tactics are still very relevant.

• You need to start preparing and networking by the early-to-middle part of your summer internship to have any shot at full-time IB roles.
• Focus on locations outside major financial centers and smaller banks , as the “intern quality” will vary a lot more, creating opportunities for you.
• Bankers will not care about your WM experience at all , so you need to point to specific M&A or financing deals that have interested you and the additional work you’ve done to learn more.
• Be prepared with “Plan B” options because this strategy depends heavily on a favorable deal/hiring market combined with underperforming interns in smaller offices.

Your “Plan B” options could be anything discussed in the lateral hiring article : Big 4 roles , independent valuation firms , corporate banking , corporate finance , corporate development , credit analysis , real estate lending , etc.

You will encounter the same objection repeatedly if you use this strategy:

“If you’re so interested in investment banking, why didn’t you do an IB internship instead of a WM internship?”

You can answer this objection and tell your story using two main approaches:

1) Say You Missed the Recruiting Cycle – For example, say that you became interested in finance and deals midway through your second year of university, but due to the very early start dates, this was too late for most internship recruiting in the U.S.

You applied for different roles at banks and felt this internship was your best option because it would allow you to gain client experience and learn how large banks operate.

2) Say You Became More Interested in IB During Your Wealth Management Internship – For example, say that you were advising clients whose portfolios included companies involved in deals, and you became more interested in deal execution from that.

If you’re at a target school with on-campus recruitment, option #1 will probably work best; if you’re at a lesser-known school, option #2 may be better.

Your odds with this strategy are not great , but if you’re willing to do a ridiculous amount of networking and interview prep in a short period, sure, go for it.

The transition only gets harder and more expensive if you wait, so it’s better to put in the time and effort earlier in your career.

Moving from a Full-Time Wealth Management Role Into IB

This is a very, very, very difficult transition.

I have covered finance careers for ~20 years, and I can think of exactly one person who has made this move directly.

The skill sets and cultures are too different, and it will be tough even if you aim to move from a bulge bracket wealth management team to a regional boutique investment banking team.

That leaves you with two main options:

• Move Into a Less Competitive Deal-Related Field and Lateral Into IB – See the options above in Case #2.
• Complete a Top MBA Degree – This is always an option, and all the standard tips apply: Apply and accept admissions in the first round, start preparing very early, and consider a pre-MBA internship to maximize your profile.

The MBA route is very expensive and time-consuming but also offers a higher success probability if you can get into a top program .

Also, it works best if you’re in the “sweet spot” of around 3 – 5 years of full-time work experience.

If you have 10+ years of wealth management experience, bankers will question your motivations for switching now (why didn’t you do it in Year 3 or 5?).

Common Challenges in All Wealth Management to Investment Banking Transitions

Regardless of your path and timing, you’ll have to deal with similar challenges in making this move:

• Bankers will always look down on you because many don’t consider wealth management a “real” finance role – even though some wealth managers earn more than bankers.
• You will probably have to take a step down in firm prestige/reputation because even with other roles in between, the perceived gap between WM and IB is still quite large.
• Avoid “prerequisite”-type stories to explain why you took the WM role because wealth management is not a stepping stone into anything else. Stick to the “missed IB recruiting” or “became interested in deals after doing WM” options.
• Expect to be grilled on the technical questions because bankers will be skeptical of your motivations. There are so many articles, guides, and resources about IB interview questions that you have no excuse to be caught unprepared.
• Avoid mentioning the parts of WM you don’t like, such as sales or cold calling, because it is much better to point out the additional skills in IB you want to gain over what you learned from WM.
• You need to go beyond your WM experience for your “Spark” and Growing Interest because bankers will not care much about what you did on the job. You need to point to significant efforts outside your day job to make these convincing.
• Give yourself ~6 months if you’re trying to leave a full-time WM role – If you can’t even get solid responses from your networking efforts to steppingstone roles , such as corporate banking, consider a top MBA in the future.
• If you do an MBA and don’t win an IB offer from that , aim for corporate development at a normal company or one of the other “Plan B” roles mentioned above. Your odds aren’t great if you end up here, but there’s always a chance if you can gain some post-MBA deal experience.

Final Thoughts on Moving from Wealth Management to Investment Banking

This is probably the most difficult transition of all the “front office to front office” moves in the finance industry, so you must think very carefully before investing time, money, and effort.

People sometimes claim that sales & trading or equity research to investment banking are difficult, but they’re much easier than moving in from wealth management.

The key point is that you shouldn’t do this because you dislike X, Y, or Z aspects of wealth management.

If that is your only motivation, there are dozens of other options in tech, finance, and related fields.

For investment banking to make sense, you must either want to work on deals because they interest you or because you need IB for a specific exit opportunity that is not otherwise available.

But if you understand these points and all the factors working against you, this transition might be worth the extreme effort required.

About the Author

Brian DeChesare is the Founder of Mergers & Inquisitions and Breaking Into Wall Street . In his spare time, he enjoys lifting weights, running, traveling, obsessively watching TV shows, and defeating Sauron.

Free Exclusive Report: 57-page guide with the action plan you need to break into investment banking - how to tell your story, network, craft a winning resume, and dominate your interviews

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One thought on “ From Wealth Management to Investment Banking: How to Make the Leap ”

Great article. For anyone that maybe interested in doing so. I recently made the exact same move, from FullTime Weath Management to IB but I had to sacrifice a lot in order to accomplish this, in addition to my non traditional background. So it’s definitely possible but you have to be ready to put in great effort to do so.

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Who we are and what we do:

BBR Partners is a boutique wealth management firm providing customized investment strategy and bespoke advice to high-net-worth individuals and families. Established in 2000 by founders who left successful careers in banking and asset management, we aimed to create a new model of service in the industry. We integrate all aspects of a client’s financial life to provide investment strategy and comprehensive wealth management guidance. We’ve grown organically and our entrepreneurial spirit remains the core of our culture 20+ years later.

What does the internship look like?

• 10-week program including in depth exposure to a specific business unit
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What will you do?

• Interns will be matched with 1 of the following teams based on interests and availability:
• Assist various advisory teams including business development, branding, and advisory services with research and project work
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Investment Research

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What we offer:

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Who you are:

• Highly motivated and intellectually curious with a desire to learn and grow personally and professionally
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Additional Information:

The expected salary for the role will be $35 per hour. This position is at-will, and the Company reserves the right to modify rate (as well as any other discretionary payment or compensation program) at any time, including for reasons related to individual performance, Company or individual department/team performance, and market factors.

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