Trainee Wealth Manager

2 weeks ago


United Kingdom Whatsoninleeds Full time

From our first office in Hong Kong , we now boast 50 offices across continents, including Africa , the Middle East , the Far East , ASEAN , Europe , Latin America , India , and Australasia (with Canada soon to join our ranks). At the heart of our mission lies a singular goal: providing our clients with unparalleled financial peace of mind .
Our training offices are Dubai, Abu Dhabi, New Zealand, Australia, Jakarta, Porto, Milan, Marbella. By Joining our Entry-Level Financial Trainee Program you will be provided with a unique opportunity to gain hands-on experience, access to excellent learning and development resources, and the chance to build a successful career as a Financial Advisor.
In your first year, you will embark on a comprehensive journey within our academy, gaining valuable experience and knowledge in financial advisory. You will learn about the client journey, report writing, communication skills, and how to effectively utilise our training platform. Throughout the program, our Development team will provide additional training programs to further enhance your skills. After completing your first year, you will have the opportunity to specialise your development toward becoming a Financial Advisor. We value individuals who embrace challenges as opportunities for growth. A growth mindset fosters resilience, creativity, and adaptability, all of which are crucial in a dynamic and evolving field like finance. Willingness to Learn: In the ever-changing landscape of finance, a strong desire to learn is paramount. We look for candidates who are enthusiastic about expanding their knowledge, whether it's about financial markets, investment strategies, or client relationships. Your eagerness to learn fuels your professional growth and ensures you remain an asset to the team. Online Application: Psychometric survey from the McQuaig Institute Live Interactive Webinar:



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