Trainee Investment Manager
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| Job Type | Permanent |
| Area | All of London, UKCity, UK |
| Sector | BankingGraduateOtherCustomer Services |
| Salary | Up to £40,000 plus excellent bonus and benefits |
| Currency | GBP |
| Start Date | |
| Job Ref | VAC-14814 |
| Job Views | 187 |
- Description
- Junior Investment Manager
Hybrid Working Available!
Up to £40,000 plus excellent bonus and benefits
Due to exciting growth and expansion, a fantastic opportunity has arisen to join a highly regarded boutique wealth management firm in the City of London. We are seeking candidates with previous investment management experience to join their team as a Junior Investment Manager. You will be working to support the management and ownership of the client lifecycle processes to ensure the delivery of a superior client experience. This is a fantastic opportunity for Graduates seeking to develop their career within Investment Management. Apply today!
Duties of the Junior Investment Manager to include:
- Providing information to, and engaging with, clients and intermediaries, working to pre-empt issues, and resolving them appropriately and promptly.
- Assist the Investment Management team in ensuring Suitability. This will involve engagement with the client, establishing a clear understanding of their investment aims and risk appetite, and communicating any potential vulnerabilities.
- Engaging with prospective and existing clients through presentations, performance reviews and cost illustrations to encourage opportunities for business growth.
- Assist with the preparation of STAR reports for non-discretionary clients.
- Compiling literature and coordinating research for team meetings.
- Supporting with the management of the Annual Portfolio Review and Investment Admin data for the team.
Requirements for the successful Junior Investment Manager candidate:
- Previous experience working within investment management.
- Educated to undergraduate degree standard (or equivalent), ideally with a degree in Economics, Finance or a related field.
- Working knowledge of asset classes and the investment process.
- Ability to work collaboratively within a team and confidently independently.
- Strong IT skills with ability to quickly adapt to new systems
This vacancy is being advertised by Montpellier Resourcing Associates Limited. The services advertised by Montpellier Resourcing Associates Limited are those of an Employment Agency.