Junior Investment Management Position

1 week ago

London, United Kingdom Coin Direct Investments Full time

An exciting opportunity has arisen for a team of Trainee Investment Managers to join an award-winning boutique wealth management firm. Specialising in wealth advisory services, we have an existing client base of high-net-worth (HNW) individuals activelymanaging portfolios exceeding £1billion.

Our investment institution has 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 ourclients’ investment needs and enabling our institution to maintain lasting relationships based upon trust and profitable results.

Professional integrity is paramount within our organisation and a high standard of ethical transparency is required from all employees.

If you are selected to join our team, you will be part of a prestigious group of industry leading professionals who deliver strategic investment, advisory and wealth management services to HNW clients.

We want to meet 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 establishedteam of professionals of the highest calibre.

Daily duties will include reviewing client investment portfolios and constructing investment strategies that enhance our clients’ investment returns.

You will be able to communicate clearly and effectively and have the ability to build lasting relationships with HNW clients.

At the interview stage, you will be expected to display your level of knowledge of the FCA codes of conduct for advising on investments and you will be questioned about current investment portfolios and market trends as well as the UK regulatory framework,risk and taxation. You will also be expected to have a basic understanding of derivatives.

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