At a Glance
- Tasks: Join our team to assist in client meetings and manage investment analysis.
- Company: AAG Wealth Management, a leader in wealth management training.
- Benefits: Fast-track training, mentorship, and career progression opportunities.
- Other info: Dynamic team environment with a focus on professional growth.
- Why this job: Kickstart your career in wealth management with hands-on experience and support.
- Qualifications: Two years of relevant experience and two RO exams required.
The predicted salary is between 29700 - 36300 £ per year.
AAG Wealth Management invites you to join its Associate Wealth Manager programme in the UK.
You will work with a Senior Wealth Manager and growing team, progressing toward fully qualified Wealth Manager with our Training and Development programme.
Duties include attending client meetings, preparing cash-flow models, investment analysis, and managing workflows with Salesforce.
Candidates should have at least two years of relevant wealth management experience and two RO exams; a strong
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Associate Wealth Manager – Fast-Track Training employer: AAG Wealth Management
AAG Wealth Management is an exceptional employer that prioritises the growth and development of its employees through a comprehensive Training and Development programme. Located in the UK, we foster a collaborative work culture where you will gain hands-on experience alongside seasoned professionals, ensuring a meaningful career path as you progress to becoming a fully qualified Wealth Manager. Our commitment to employee success is matched by our supportive environment, making AAG a rewarding place to build your future.
