A thrilling opportunity has arisen for a team of Trainee Investment Managers to join an award-winning boutique wealth management firm specialising in wealth advisory services. With an existing client base of high-net-worth (HNW) individuals actively managing portfolios exceeding £1 billion, our investment institution boasts an impeccable record of consistently delivering first-class wealth management services to private and corporate clients.
We employ professionals worldwide across varying financial sectors, delivering results that benefit our clients’ investment needs and enabling our institution to maintain lasting relationships based upon trust and profitable outcomes.
Professional integrity is paramount within our organisation, and we expect a high standard of ethical transparency from all employees.
If selected to join our team, you will become part of a prestigious group of industry-leading professionals who deliver strategic investment, advisory, and wealth management services to HNW clients.
We are seeking proactive graduates who value professionalism, are career-focused, and committed to the investment industry. You must have the determination to succeed where others may fail. We are looking for the brightest financial minds to join our established team of professionals of the highest calibre.
The ideal candidates will have a passion for the financial industry and the ability to research and analyse corporate data to determine profit margins and company projections.
Daily duties will include reviewing client investment portfolios and constructing investment strategies that enhance our clients’ investment returns.
You will need to communicate clearly and effectively and have the ability to build lasting relationships with HNW clients.
Successful candidates will demonstrate a deep understanding of global investment markets and a secure knowledge of funds across all sectors, enabling them to regularly produce extensive bespoke client investment portfolio reports.
Experience with Bloomberg terminals will be an advantage; ideally, candidates will have certified knowledge in Bloomberg Market concepts.
During the interview stage, you will be expected to display your knowledge of the FCA codes of conduct for advising on investments and answer questions about current investment portfolios and market trends, as well as the UK regulatory framework, risk, taxation, and have a basic understanding of derivatives.
Acceptable CPD Financial Certifications:
CFA Level 1 combined with Level 4 certifications in:
UK Financial Regulations and Professional Integrity;
Investment, Risk and Taxation;
Derivatives.
We provide a generous bonus and incentive structure, including private medical care and health insurance.
Previous experience is an advantage but not a specific requirement, and both full and part-time positions are available within the company, as well as the opportunity to work remotely.
