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