TheCompany
OurclientisanindependentandhighqualityWealthManager,lookingafterHNWprivateclientinvestmentportfolios.
TheRole
TheWealthManagementTraineeroleisafantasticopportunityforadrivenandambitiousindividual,keentoprogresswithinInvestmentManagement/WealthPlanningandwithadesiretobecomeanInvestmentManager/WealthManageroraWealthPlannerlongerterm.
ThesuccessfulcandidatewillbekeentosupportateamofWealthManager's,learningandhavingexposuretoInvestmentManagement,WealthPlanningandPrivateClients.ThisrolewouldsuitanenthusiasticandhighlymotivatedEconomicsorInvestmentgraduatewithastronginteresttoworkwithinWealthManagementlongerterm.
TherolewillbeAdministrativeinnaturetobeginwith,learningfromthebottomupwithacredibleWealthManagementteam.
SomeWealthManagementinternshipexperiencewouldbehighlydesired.
TheWealthManagementTraineewillbeassistingwithhighlevelsofclientservicetoincludemeetingclients,writingreportsrelatingtoclientinvestmentportfoliosandprovidinggeneraltelephonesupporttotheirClients.
TheWealthManagementTraineewillbewritingprivateclientreportsfollowingattendanceatmeetingsandensuringthatallaspectsofClientAdministrationismanagedinaregulatoryandprocedurallycompliantmanner.
TheWealthManagementTraineerolewillsupporttheInvestmentManagementBranchwithallclientadminandalsobasicofficemanagementduties-suchasensuringstockisorderedinclientroomsarereadyforimportantmeetings.
TheCandidate
2.1Minimumdegree-Economics,FinanceorInvestmentManagementgraduatehighlyadvantageous.
WillingnesstositFinancialPlanningqualifications
Proficientandhighlymotivatedwithabilitytoworkwellinateamenvironment
DesiretolearnwithaviewtoprogressionwithinInvestmentManagement.
ExcellentCommunicationSkills
StrongMicrosoftOfficeskills
TPBN1_UKTJ