HR Capital Recruitment

Trainee ESG Wealth Advisor London

  • Wealth Manager

We are currently seeking dynamic and detail-oriented recent graduates to join our team as Trainee ESG Wealth Advisors. This role is ideal for individuals who are deeply committed to responsible investing and aspire to leverage their financial expertise and analytical skills to drive positive change. Successful candidates will be tasked with providing strategic guidance to clients on their investments, with a strong focus on Environmental, Social, and Governance (ESG) considerations.

Key Responsibilities:

  • Provide tailored investment advice to a diverse client base, considering their financial goals, risk tolerance, and investment preferences.
  • Apply ESG principles to evaluate investment opportunities and identify potential risks and rewards.
  • Cultivate and maintain strong client relationships through regular communication and meetings.
  • Collaborate with team members to develop comprehensive wealth management strategies.
  • Stay updated on market trends, ESG research, regulatory changes, and other financial developments to deliver informed advice.
  • Participate in ongoing professional development activities to enhance proficiency in ESG matters.
  • Educate clients on the importance of ESG investing and its alignment with their financial objectives and personal values.
  • Utilize financial planning tools to analyze complex financial data and recommend appropriate ESG investment strategies.

Qualifications:

  • A Bachelor's Degree in Finance, Economics, or a related field. Additional qualifications such as CFP or CFA, along with expertise in Investment Risk and Taxation, would be advantageous.
  • Strong understanding of ESG principles and their application to investments.
  • Excellent analytical, decision-making, and problem-solving skills.
  • Ability to communicate complex financial concepts effectively.
  • Strong interpersonal skills and a client-centric approach.
  • Proficiency in financial planning software and other technological tools.
  • Commitment to high ethical standards and professionalism, with a focus on confidentiality and integrity.

How to Apply:

If you are a recent graduate passionate about ESG investing and eager to pursue a career in wealth management, we invite you to apply. Please submit your resume and a cover letter detailing your interest in the role and demonstrating your qualifications for consideration.

Job Information

  • Details

    Salary

    29000 GBP - 34000 GBP
  • Details

    Category

    Wealth Manager
  • Details

    Location

    London, United Kingdom
  • Details

    Experience

    Fresh
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    Number of Positions

    5
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    Degree

    Bachelors
  • Details

    Gender

    No Preference
HR Capital Recruitment

Contact Info

London, United Kingdom