The Company
Our client is an independent and high quality Wealth Manager, looking after HNW private client investment portfolios.
The Role
The Wealth Management Trainee role is a fantastic opportunity for a recent graduate who is keen to gain exposure within Investment Management & Private Banking.
The successful candidate will be keen to support a team of Wealth Manager's, learning and having exposure to Investment Management, Private Banking and Private Clients. This role would suit an enthusiastic and highly motivated Economics or Investment graduate with a strong interest to work within Wealth Management longer term.
The role will be Client Administrative in nature to begin with, learning from the bottom up with a credible Wealth Management team.
Some Wealth Management internship experience would be highly desired.
The Wealth Management Trainee will be assisting with high levels of client service to include meeting clients, account opening, writing reports relating to client investment portfolios and providing general telephone support...