Wealth Management Assistant , Graduate

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

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