TheCompany OurclientisanindependentandhighqualityWealthManager,lookingafterHNWprivateclientinvestmentportfolios. TheRole TheWealthManagementAssistantroleisafantasticopportunityforadrivenandambitiousindividual,keentoprogresswithinInvestmentManagement/WealthPlanningandwithadesiretobecomeanInvestmentManager/WealthManageroraWealthPlannerlongerterm. ThesuccessfulcandidatewillbekeentosupportateamofWealthManager’s,learningandhavingexposuretoInvestmentManagement,WealthPlanningandPrivateClients.ThisrolewouldsuitanenthusiasticandhighlymotivatedEconomicsorInvestmentgraduatewithastronginteresttoworkwithinWealthManagementlongerterm. TherolewillbeAdministrativeinnaturetobeginwith,learningfromthebottomupwithacredibleWealthManagementteam. SomeWealthManagementinternshipexperiencewouldbehighlydesired. TheWealthManagementAssistantwillbeassistingwithhighlevelsofclientservicetoincludemeetingclients,writingreportsrelatingtoclientinvestmentportfoliosandprovidinggeneraltelephonesupporttotheirClients. TheWealthManagementAssistantwillbewritingprivateclientreportsfollowingattendanceatmeetingsandensuringthatallaspectsofClientAdministrationismanagedinaregulatoryandprocedurallycompliantmanner. TheWealthManagementAssistantrolewillsupporttheInvestmentManagementBranchwithallclientadminandalsobasicofficemanagementduties-suchasensuringstockisorderedinclientroomsarereadyforimportantmeetings. TheCandidate 2.1Minimumdegree-Economics,FinanceorInvestmentManagementgraduatehighlyadvantageous. AstronginteresttobecomeaWealthManagerorWealthPlannerlongerterm. WillingnesstositInvestmentexams-IAD,FinancialPlanningqualifications-dependingonpreferredroute. Proficientandhighlymotivatedwithabilitytoworkwellinateamenvironment DesiretolearnwithaviewtoprogressionwithinInvestmentManagement. ExcellentCommunicationSkills StrongMicrosoftOfficeskills ADZN1_UKTJ