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Junior Wealth Management Associate
2 months ago
About Us:
At Graduate Financial Recruitment, we are dedicated to offering bespoke and sophisticated financial solutions to a select clientele of high-net-worth individuals. Our boutique environment fosters a personalized approach, allowing us to build enduring relationships and deliver outstanding service. As we expand, we are looking for enthusiastic graduates to join our team and cultivate their careers in wealth management.
Position Overview:
We are in search of a driven and meticulous Graduate Wealth Management Associate to become part of our team. This entry-level role is ideal for recent graduates or individuals seeking a career transition into wealth management and financial advisory services. You will collaborate closely with our seasoned advisors, gaining practical experience and insights into the financial services sector.
Key Responsibilities:
- Assist senior wealth managers in managing client portfolios.
- Conduct thorough research and analysis on financial products and market dynamics.
- Prepare comprehensive financial reports and presentations for client consultations.
- Support the formulation of financial strategies and investment plans.
- Engage in client meetings to gain exposure to relationship management.
- Stay informed about industry regulations and compliance standards.
- Perform administrative tasks as needed to assist the team.
Qualifications:
- Recent graduate with a degree in Finance, Economics, Business, or a related discipline.
- CPD Certificates in Regulations are advantageous.
- Strong analytical capabilities and attention to detail.
- Excellent communication and interpersonal skills.
- Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint).
- Demonstrated interest in financial markets and wealth management.
- Able to work independently as well as collaboratively within a team.
What We Offer:
- Comprehensive training and mentorship from experienced professionals.
- Opportunities for professional growth and career progression.
- A supportive and inclusive workplace culture.
- Competitive salary and benefits package.
- Exposure to a diverse array of financial products and services.
- The opportunity to make a significant impact on clients' financial futures.
How to Apply:
If you are eager to embark on a career in wealth management with a firm that prioritizes personal development and client-focused service, we encourage you to submit your resume along with a cover letter outlining your interest and qualifications.
Join us and take the first step towards a fulfilling career in wealth management.
Equal Opportunity Employer:
We celebrate diversity and are committed to fostering an inclusive environment for all employees.
Remote Work:
No
