We are seeking highly motivated and talented graduate trainees to join our wealth advisory team in a global investment management firm.
As a wealth advisor, you will work with high net worth individuals and families to provide customised investment solutions that meet their financial goals. You will be responsible for building and maintaining relationships with clients, identifying investment opportunities and providing exceptional service.
If you are successfully selected to join our outstanding team of wealth advisors you will join a dynamic team of professionals that are committed to your success.
We offer an exciting 3 month training and induction programme that will equip you with the necessary skills and knowledge to succeed in your role. You will receive mentorship from senior team members, attend interactive workshops and gain hands-on experience working with clients.
Responsibilities:
Work closely with senior wealth advisors to provide investment advice and recommendations to clients.
Conduct research on various investment opportunities and present findings to clients.
Build and maintain strong relationships with clients to understand their financial goals and objectives.
Assist in the development and execution of comprehensive investment plans for clients.
Continuously monitor and evaluate clients' investment portfolios and make recommendations for adjustments as necessary.
Provide exceptional customer service and support to clients.
Collaborate with other team members to achieve team goals and objectives.
Travel internationally to meet with clients and attend industry events as needed.
Qualifications/Certifications
Bachelor's degree in finance, economics, business or related field.
Strong analytical skills and ability to interpret complex financial data.
Excellent communication and interpersonal skills.
Detail-oriented with the ability to multitask and work under pressure.
Strong work ethic and ability to work independently as well as part of a team.
Proficiency in Microsoft Office and other financial software.
Ability and willingness to travel internationally as required.
Certified Level 4 FCA regulatory certificates.
Benefits:
We offer a competitive salary and benefits package, including medical insurance, gym membership and international travel opportunities.
As a graduate trainee, you will also have access to mentorship and professional development opportunities to help you grow in your career.
Our 3 month training and induction programme will provide you with the skills and knowledge necessary to succeed in your role and set you up for a rewarding career in wealth advisory.
Advanced professional qualifications will be provided by the company for candidates that meet the foundation regulatory requirements.
Offices Located London, Edinburgh, Manchester, Birmingham, Leeds, Cardiff Singapore, Dubai
