Trainee Wealth Manager - Graduate
Core
Entry-level wealth management role supporting client acquisition and investment decision-making for individuals and corporates.
Role type
Trainee Wealth Manager (Graduate)
Builds
Bespoke investment solutions and Multi Asset Model Portfolios for High Net Worth Individuals and corporates
Domain
Wealth Management / Financial Services
Deliverable
client delivery
Required skills
outbound sales, meeting arrangement, regulatory exam completion, client rapport building, market analysis, investment proposition knowledge
Preferred skills
ambition, articulate communication, competitive mindset, rapid learning
Responsibilities
Make outbound telephone calls to prospective clients, Arrange meetings for Senior Partners, Build knowledge of investment proposition and market, Present firm's offering to prospective clients
Seniority
Junior, fast-tracked graduate