TheCompany
OurclientisanindependentandhighqualityWealthManager,lookingafterHNWprivateclientinvestmentportfolios.
TheRole
TheWealthManagementTraineeroleisafantasticopportunityforadrivenandambitiousindividual,keentoprogresswithinInvestmentManagement/WealthPlanningandwithadesiretobecomeanInvestmentManager/WealthManageroraWealthPlannerlongerterm.
ThesuccessfulcandidatewillbekeentosupportateamofWealthManager's,learningandhavingexposuretoInvestmentManagement,WealthPlanningandPrivateClients.ThisrolewouldsuitanenthusiasticandhighlymotivatedEconomicsorInvestmentgraduatewithastronginteresttoworkwithinWealthManagementlongerterm.
TherolewillbeAdministrativeinnaturetobeginwith,learningfromthebottomupwithacredibleWealthManagementteam.
SomeWealthManagementinternshipexperiencewouldbehighlydesired.
TheWealthManagementTraineewillbeassistingwithhighlevelsofclientservicetoincludemeetingclients,writingreportsrelatingtoclientinvestmentportfoliosandprovidinggeneraltelephonesupporttotheirClients.
TheWealthManagementTraineewillbewritingprivateclientreportsfollowingattendanceatmeetingsandensuringthatallaspectsofClientAdministrationismanagedinaregulatoryandprocedurallycompliantmanner.
TheWealthManagementTraineerolewillsupporttheInvestmentManagementBranchwithallclientadminandalsobasicofficemanagementduties-suchasensuringstockisorderedinclientroomsarereadyforimportantmeetings.
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