Trainee Investment Manager
Core
Provide general, administrative and operational support to Investment Partners and Investment Managers to ensure clients and third party advisers receive first class service.
Role type
Administrative support for Investment Managers
Builds
Holistic wealth management service for HNW/UHNW clients
Domain
Wealth Management / Private Banking
Deliverable
client delivery
Required skills
Microsoft Office suite, client data management, report production, corporate actions monitoring, portfolio monitoring, liaison with dealers and back office
Preferred skills
AI systems experience, Investment Diploma Advice (IAD), front office experience
Technologies
Microsoft Office, AI systems (ChatGPT, Claude)
Responsibilities
Assist with client and adviser contact including reporting, act as liaison for deal settlement, maintain client lists and databases, review corporate actions, provide analytics and performance reports, ensure account data accuracy, produce client presentations and valuations, monitor external custodians
Seniority
Trainee