Graduate Wealth Manager

Graduate Wealth Manager

London Entry level 28800 - 48000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Assist with client acquisition and set up meetings for Senior Partners.
  • Company: One Knightsbridge Capital is a boutique Independent Wealth Management Advisory Firm.
  • Benefits: Fast track through regulatory exams and gain hands-on experience in wealth management.
  • Why this job: Join a small, dynamic team and learn from experienced professionals in a competitive environment.
  • Qualifications: A genuine interest in investing and financial markets; ambition and confidence are key.
  • Other info: Opportunity to engage with High Net Worth Individuals and develop valuable industry skills.

The predicted salary is between 28800 - 48000 £ per year.

One Knightsbridge Capital is an Independent Wealth Management Advisory Firm. The role will immerse the candidates on a steep learning curve that will result in a holistic Wealth Management education. This is an entry level position at a boutique Wealth Management firm. It is a great opportunity to work in a small and growing team alongside senior partners.

The role initially will involve aiding the firm with client acquisition. This will involve making telephone calls as well as setting up meetings for Senior Partners in London and throughout the UK. Successful candidates will be fast tracked through the regulatory exams in Year 1. Upon completion of the exams candidates will talk to prospective clients about the One Knightsbridge Capital offering, which includes our Multi Asset Model Portfolios.

Successful candidates will have a genuine interest in investing and the financial markets. A keen desire to read extensively around our offerings is necessary. They will be extremely hungry to progress at a fast pace, be comfortable in a competitive environment, ambitious, confident and highly articulate with an ability to garner a rapport with High Net Worth Individuals.

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Contact Detail:

One Knightsbridge Capital Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Graduate Wealth Manager

✨Tip Number 1

Familiarise yourself with the wealth management industry and One Knightsbridge Capital's specific offerings. Understanding their Multi Asset Model Portfolios and current market trends will help you engage in meaningful conversations during interviews.

✨Tip Number 2

Network with professionals in the wealth management sector. Attend industry events or connect with alumni from your university who work in finance. Building relationships can provide insights and potentially lead to referrals.

✨Tip Number 3

Practice your communication skills, especially over the phone. Since the role involves client acquisition through calls, being articulate and confident will set you apart. Consider mock interviews or role-playing scenarios to enhance your skills.

✨Tip Number 4

Demonstrate your eagerness to learn and grow within the firm. Research the regulatory exams you'll be fast-tracked through and express your commitment to achieving these qualifications during your interactions with us.

We think you need these skills to ace Graduate Wealth Manager

Strong Communication Skills
Client Relationship Management
Sales Skills
Understanding of Financial Markets
Interest in Investment Strategies
Networking Abilities
Confidence in Public Speaking
Ability to Build Rapport
Time Management
Adaptability in a Fast-Paced Environment
Attention to Detail
Proficiency in Microsoft Office Suite
Research Skills
Ambition and Drive for Progression

Some tips for your application 🫡

Understand the Role: Before applying, make sure you fully understand the responsibilities of a Graduate Wealth Manager at One Knightsbridge Capital. Familiarise yourself with wealth management concepts and the firm's offerings to demonstrate your genuine interest in investing.

Tailor Your CV: Craft your CV to highlight relevant skills and experiences that align with the role. Emphasise any experience in client interaction, sales, or financial services, and showcase your ambition and ability to work in a competitive environment.

Write a Compelling Cover Letter: Your cover letter should reflect your enthusiasm for the position and the firm. Discuss your interest in financial markets and how you plan to contribute to client acquisition. Be sure to convey your eagerness to learn and grow within the company.

Proofread Your Application: Before submitting, carefully proofread your application materials. Check for spelling and grammatical errors, and ensure that your documents are well-structured and professional. A polished application reflects your attention to detail and commitment to excellence.

How to prepare for a job interview at One Knightsbridge Capital

✨Show Your Passion for Finance

Make sure to express your genuine interest in investing and the financial markets during the interview. Share any relevant experiences or knowledge you have, as this will demonstrate your enthusiasm and commitment to the role.

✨Prepare for Client Interaction

Since the role involves client acquisition, practice how you would approach potential clients. Be ready to discuss how you would set up meetings and engage with High Net Worth Individuals, showcasing your communication skills and confidence.

✨Research One Knightsbridge Capital

Familiarise yourself with the firm's offerings, particularly the Multi Asset Model Portfolios. This knowledge will not only help you answer questions but also show that you are proactive and genuinely interested in the company.

✨Demonstrate Your Ambition

Highlight your desire to progress quickly within the firm. Discuss your willingness to take on challenges and your eagerness to learn, especially regarding the regulatory exams and wealth management education.

Graduate Wealth Manager
One Knightsbridge Capital
Location: London
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