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Trainee Investment Manager - Wealth Management - Claygate, Surrey, United Kingdom, KT10


We're looking for candidates who have 1 to 2 years experience in Investment or Wealth Manageemnt a similar/relevant role. Candidates will need to have more of a focus on relationship management and doing things to benefit the client rather than maximising revenue 'no matter what'. We'll also be looking for individuals who have an interest/passion for the markets and have a degree in a relevant subject (or equivalent). Experience of networking or business development will also be looked upon favourably.

The successful candidate will be performing an administrative support role in the Esher branch initially, building up their experience and technical knowledge, with tasks like greeting clients, answering the phones, producing admin for client meetings. As they develop tasks will most likely become more technical in nature and the Trainee's will be able to attend client meetings with the Investment Managers.

You will put them through the lv4 CISI Investment Advice Diploma; they will also be included in an internal development programme with the aim of developing them into Investment Managers and CF30