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For Companies At a Glance
- Tasks: Support Wealth Managers, manage client accounts, and ensure top-tier service.
- Company: Join a prestigious investment management firm with a stellar reputation in the UK & Ireland.
- Benefits: Enjoy a competitive salary, income protection, generous pension, and learn from industry experts.
- Why this job: Kickstart your career in wealth management with a supportive team and growth opportunities.
- Qualifications: Ideal for recent graduates or those with some financial services experience; ambition is key!
- Other info: MCS Group values diversity and inclusion, ensuring a welcoming environment for all.
The predicted salary is between 20000 - 24000 £ per year.
Trainee Wealth Manager
MCS Group is looking for an ambitious Trainee Wealth Manager to join a highly renowned investment management firm. This is a new, full-time permanent opportunity based in-office in Belfast.
The Company:
One of the longest-running firms of its kind, our client is renowned across the UK & Ireland for their financial advice and investment management business. Since their inception, they have received countless industry awards and recognition for the level of service provided to their clients.
The company\’s Belfast office has been highlighted as a key growth area for the business as they now look to add to their existing, established team.
The Rewards:
As the successful Trainee Wealth Manager, you will receive the following:
- Package of £25,000 – £30,000
- Income protection
- Generous pension
- Opportunity to work alongside and learn from some of the industry\’s best
The Role:
As the successful Trainee Wealth Manager, you will play a key role in:
- Working closely with Wealth Managers and Advisers in a support role
- Taking the lead on client records & processes – report writing, assets transfers, payments processing & more
- Working closely with clients and customers to business standards, ensuring top-tier service is provided
- Effectively managing client accounts, reviewing accounts and dealing with client queries and requests
The Person:
The successful Trainee Wealth Manager will meet the following criteria:
- Some professional experience within financial services is desirable – but excellent, recent graduate candidates will also be considered
- Keen interest in the wealth management and investment management space
- Genuinely ambitious – someone who is determined to establish themselves long-term in a career within wealth and investment management
- Excellent communication skills
To speak in absolute confidence about this Trainee Wealth Manager opportunity please send an up-to-date CV via the link provided or contact Josh Craig at MCS Group 02896935531
Even if this position is not right for you, we may have others that are. Please visit MCS Group to view a wide selection of our current jobs www.mcsgroup.jobs
MCS Group is committed to Equality, Diversity, and Inclusion for all, being the first recruitment agency in NI to achieve Bronze Diversity Mark accreditation, if you have a disability which means you require a reasonable adjustment to be considered at any stage of the recruitment process, please contact us and we will endeavour to facilitate the request.
Not all agencies are the same…MCS Group are passionate about providing a first-class service to all our customers and have an independent review rating of 4.9 stars on Google.
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Trainee Wealth Manager employer: MCS Group | Your Specialist Recruitment Consultancy
Contact Detail:
MCS Group | Your Specialist Recruitment Consultancy Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trainee Wealth Manager
✨Tip Number 1
Research the company thoroughly. Understand their values, mission, and the specific services they offer in wealth management. This knowledge will help you tailor your conversations and show genuine interest during interviews.
✨Tip Number 2
Network with professionals in the financial services industry. Attend relevant events or join online forums to connect with current wealth managers. This can provide insights into the role and potentially lead to referrals.
✨Tip Number 3
Prepare for common interview questions related to wealth management. Be ready to discuss market trends, investment strategies, and your understanding of client relationship management to demonstrate your enthusiasm and knowledge.
✨Tip Number 4
Showcase your communication skills during any interactions. As a Trainee Wealth Manager, you'll need to convey complex information clearly. Practice articulating your thoughts on financial topics to ensure you come across as confident and knowledgeable.
We think you need these skills to ace Trainee Wealth Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience and skills that align with the Trainee Wealth Manager role. Emphasise any experience in financial services, even if it's just internships or projects during your studies.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for wealth management and investment. Mention why you are interested in this specific role and how your ambitions align with the company's growth in Belfast.
Highlight Communication Skills: Since excellent communication is key for this role, provide examples in your application of how you've effectively communicated in previous roles or during your studies. This could be through presentations, teamwork, or client interactions.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial in the financial sector.
How to prepare for a job interview at MCS Group | Your Specialist Recruitment Consultancy
✨Research the Company
Before your interview, take some time to learn about the investment management firm. Understand their history, values, and recent achievements. This will not only help you answer questions more effectively but also show your genuine interest in the role.
✨Prepare for Common Questions
Anticipate questions related to wealth management and your understanding of financial services. Be ready to discuss your motivations for pursuing a career in this field and how your skills align with the role of a Trainee Wealth Manager.
✨Showcase Your Communication Skills
As a Trainee Wealth Manager, excellent communication is key. During the interview, practice articulating your thoughts clearly and confidently. Use examples from your past experiences to demonstrate your ability to communicate effectively with clients and colleagues.
✨Express Your Ambition
The company is looking for genuinely ambitious candidates. Make sure to convey your long-term career goals and how you see yourself growing within the wealth management sector. Highlight your eagerness to learn from experienced professionals in the field.
