Current jobs related to Graduate Wealth Manager - London - Graduate Financial Recruitment
-
Junior Wealth Management Associate
1 month ago
London, Greater London, United Kingdom Graduate Financial Recruitment Full timeAbout 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...
-
Trainee - Wealth Management
4 months ago
London, United Kingdom Morrinson Wealth Management Full time**BACKGROUND** Morrinson Wealth is a thriving wealth management practice in the City of London. **OVERALL JOB PURPOSE** * **PERSON SPECIFICATION** - **Recent Graduate**: - Highly motivated, driven and commercial - Experience within financial services preferable but not essential - IT proficient including Office 365 **OFFICE LOCATION** We are working...
-
Junior Wealth Management Associate
1 month ago
London, Greater London, United Kingdom Graduate Financial Recruitment Full timeAbout Us:At Graduate Financial Recruitment, we are dedicated to delivering tailored and sophisticated financial solutions to a select clientele of high-net-worth individuals. Our boutique environment promotes a personalized approach, fostering strong relationships and exceptional service.Position Overview:We are on the lookout for a driven and...
-
Wealth Associate
3 months ago
London, United Kingdom MASECO Private Wealth Full timeThe is an exciting opportunity for a graduate who is looking to pursue a career in Wealth Planning. We are looking for someone who is committed to adding value by delivering results in an administrative capacity and by preparing client-ready documents. The role has potential to develop into having some exposure to clients and training and support will be...
-
Graduate Analyst
1 month ago
London, Greater London, United Kingdom Rothstein Recruitment Full timePosition: Graduate Operations Analyst Sector: Banking & Wealth Management An exceptional opportunity awaits a bright graduate with a distinguished degree from a prestigious institution to join a highly regarded Private Banking and Wealth Management firm. This position is ideal for an individual who is motivated by career advancement and eager to explore...
-
Wealth Management Graduate
3 months ago
London, United Kingdom MB Fitzgerald Full timeAre you a professional and driven Graduate seeking a career within the Wealth Management industry? Our client combines cutting-edge technology with expert financial advice to provide tailored wealth management services. The company aims to empower individuals, families, and businesses to make informed financial decisions and achieve their long-term...
-
Wealth Management Graduate Programme
3 weeks ago
London, United Kingdom Schroders Full timeLocation – The City of London Salary £45,000k + benefits Who we're looking for We are looking for keen and motivated graduates to join our 2025 Graduate Programme as part of our Wealth Management division, Cazenove Capital Management. About Schroders Schroders is a global investment manager which helps institutions, intermediaries...
-
Wealth Management Professional
1 week ago
London, Greater London, United Kingdom AAG Wealth Management Full time £60,000AAG Wealth Management is seeking an experienced Financial Advisor to join our exceptional team and manage a client portfolio of up to 200 clients.Key Responsibilities:Manage a client portfolio of up to 200 clientsProvide holistic wealth management services to clientsDevelop and implement investment strategies to meet client goalsMonitor and adjust client...
-
Wealth Management Professional
1 week ago
London, Greater London, United Kingdom AAG Wealth Management Full time £60,000AAG Wealth Management is seeking an experienced Financial Advisor to join our exceptional team and manage a client portfolio of up to 200 clients.Key Responsibilities:Manage a client portfolio of up to 200 clientsProvide holistic wealth management services to clientsDevelop and implement investment strategies to meet client goalsMonitor and adjust client...
-
Wealth Management Professional
2 weeks ago
London, Greater London, United Kingdom Apollo Private Wealth Full timeAbout the RoleWe are seeking a highly motivated and experienced Wealth Adviser to join our team at Apollo Private Wealth. As a Wealth Adviser, you will play a key role in providing exceptional client service and building strong relationships with our high net worth clients.Key ResponsibilitiesProvide personalized wealth management advice and guidance to...
-
Wealth Management Professional
2 weeks ago
London, Greater London, United Kingdom Apollo Private Wealth Full timeAbout the RoleWe are seeking a highly motivated and experienced Wealth Adviser to join our team at Apollo Private Wealth. As a Wealth Adviser, you will play a key role in providing exceptional client service and building strong relationships with our high net worth clients.Key ResponsibilitiesProvide personalized wealth management advice and guidance to...
-
Wealth Management Graduate Programme
1 week ago
London, Greater London, United Kingdom Schroders Full timeAbout SchrodersSchroders is a global investment manager that helps institutions, intermediaries, and individuals around the world invest money to meet their goals, fulfill their aspirations, and prepare for the future.Our PurposeOur purpose is to provide excellent investment performance to our clients through active management. By serving clients, we serve...
-
Wealth Management Graduate Programme
1 week ago
London, Greater London, United Kingdom Schroders Full timeAbout SchrodersSchroders is a global investment manager that helps institutions, intermediaries, and individuals around the world invest money to meet their goals, fulfill their aspirations, and prepare for the future.Our PurposeOur purpose is to provide excellent investment performance to our clients through active management. By serving clients, we serve...
-
Wealth Manager
2 weeks ago
London, United Kingdom AAG Wealth Management Full timeLocation: City of London Make your application after reading the following skill and qualification requirements for this position.Salary: Competitive Salary and Bonus (OTE: £60k+). Plus future ownership. Contract: EmployedHours: Full-timeAn excellent opportunity has arisen for a Servicing Advisor to join our team. We are an award-winning Appointed...
-
Wealth Manager
4 weeks ago
London, United Kingdom AAG Wealth Management Full timeLocation: City of London Salary: Competitive Salary and Bonus (OTE: £60k+). Plus future ownership. Contract: EmployedHours: Full-timeAn excellent opportunity has arisen for a Servicing Advisor to join our team. We are an award-winning Appointed Representative of St. James’s Place Wealth Management, who through quality, integrity, and excellence, are a...
-
Wealth Manager
4 weeks ago
London,, UK, United Kingdom AAG Wealth Management Full timeLocation: City of London Salary: Competitive Salary and Bonus (OTE: £60k+). Plus future ownership. Contract: EmployedHours: Full-timeAn excellent opportunity has arisen for a Servicing Advisor to join our team. We are an award-winning Appointed Representative of St. James’s Place Wealth Management, who through quality, integrity, and excellence, are a...
-
Wealth Manager
2 months ago
London, United Kingdom AAG Wealth Management Full timeLocation: City of London Salary: Competitive Salary and Bonus (OTE: £60k+). Plus future ownership. Contract: EmployedHours: Full-timeAn excellent opportunity has arisen for a Servicing Advisor to join our team. We are an award-winning Appointed Representative of St. James’s Place Wealth Management, who through quality, integrity, and excellence, are a...
-
Wealth Manager
3 weeks ago
London, United Kingdom AAG Wealth Management Full time €60,000Location: City of London Salary: Competitive Salary and Bonus (OTE: £60k+). Plus future ownership. Contract: Employed Hours: Full-time An excellent opportunity has arisen for a Servicing Advisor to join our team. We are an award-winning Appointed Representative of St. James’s Place Wealth Management, who through quality, integrity, and excellence,...
-
Wealth Manager
7 hours ago
london, United Kingdom AAG Wealth Management Full timeJob DescriptionLocation: City of London Salary: Competitive Salary and Bonus (OTE: £60k+). Plus future ownership. Contract: EmployedHours: Full-timeAn excellent opportunity has arisen for a Servicing Advisor to join our team. We are an award-winning Appointed Representative of St. James’s Place Wealth Management, who through quality, integrity, and...
-
Wealth Manager
1 day ago
london, United Kingdom AAG Wealth Management Full timeLocation: City of London Salary: Competitive Salary and Bonus (OTE: £60k+). Plus future ownership. Contract: Employed Hours: Full-time An excellent opportunity has arisen for a Servicing Advisor to join our team. We are an award-winning Appointed Representative of St. James’s Place Wealth Management, who through quality, integrity, and excellence,...
Graduate Wealth Manager
4 months ago
As a leading wealth management firm based in the heart of London. With a dedication to delivering tailored financial solutions to our clients, we pride ourselves on our commitment to excellence, integrity, and innovation. As part of our expansion, we are seeking passionate graduates to join our team and embark on a rewarding career in wealth management.
Job Description:
As a Graduate Wealth Manager, you will undergo comprehensive training to develop the skills and knowledge necessary to excel in the field of wealth management. No prior experience is required; we welcome candidates from diverse academic backgrounds who demonstrate a strong interest in finance, investment, and client relationship management.
Key Responsibilities:
Client Relationship Management: Build and maintain strong relationships with clients, understanding their financial goals, risk tolerance, and investment preferences.
Financial Analysis: Conduct thorough financial analysis to assess clients' current financial situations and develop personalised investment strategies to help them achieve their objectives.
Portfolio Management: Assist in the construction and management of investment portfolios, utilising a range of asset classes and investment vehicles to optimise returns while managing risk.
Market Research: Stay informed about market trends, economic developments, and regulatory changes to provide informed investment advice and recommendations to clients.
Client Communication: Communicate investment strategies, performance updates, and market insights to clients through regular meetings, presentations, and written reports.
Compliance: Ensure compliance with relevant regulations and internal policies, maintaining the highest standards of integrity and ethical conduct in all client interactions.
Team Collaboration: Collaborate effectively with colleagues across different departments, including research, trading, and operations, to deliver integrated solutions and exceptional service to clients.
Requirements:
Bachelor's degree in Finance, Economics, Business, or related field.
Strong analytical and quantitative skills, with the ability to interpret financial data and make sound investment decisions.
Excellent communication and interpersonal skills, with the ability to build rapport and trust with clients.
A proactive and self-motivated attitude, with a willingness to learn and adapt in a fast-paced environment.
Commitment to professional development and obtaining relevant industry qualifications (e.g., CFA, CISI) is desirable but not essential.
Benefits:
Comprehensive training program.
Competitive salary with performance-based bonuses.
Opportunities for career progression and professional development.
Access to a range of employee benefits, including pension, healthcare, and discounted financial services.
Dynamic and collaborative work environment in the heart of London's financial district.
How to Apply:
If you are passionate about finance and eager to kick-start your career in wealth management, we want to hear from you Please submit your CV and a cover letter outlining your interest in the role and why you would be a great fit for our team. We look forward to welcoming talented individuals who share our commitment to excellence and client satisfaction
