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- Tasks: Support Senior Investment Director and provide top-notch service to clients.
- Company: Dynamic investment management firm with exciting growth opportunities.
- Benefits: Gain valuable experience in wealth management and professional development.
- Why this job: Elevate your career in a fast-paced environment while making a real impact.
- Qualifications: 1-2 years in Front Office or Wealth Management; IAD completed or in progress.
- Other info: Collaborative team culture with strong client interaction and career advancement.
The predicted salary is between 24000 - 36000 £ per year.
Our client is a large entrepreneurial Investment Management firm with exciting growth prospects.
This is an exciting opportunity for someone with previous experience of working within a Front Office environment, preferably within Wealth Management / Investment Management, and who would be looking to take their career to the next level.
The Trainee Investment Manager will support a Senior Investment Director and ensure that each client receives a first class service. The Trainee Investment Manager will have regular contact with the client base and be responsible for ensuring all administrative, organisational and client related tasks are completed accurately, efficiently and in a timely manner - this will include rebalancing portfolios and trading on portfolios.
The Trainee Investment Manager will ensure that all current and new client account data is up to date and accurate and be responsible for production and distribution of reports and presentations for existing and prospective clients (including valuations and end of year packs).
The Trainee Investment Manager will attend client meetings with Investment Managers where appropriate, with all review meetings scheduled and reports produced to a high standard and delivered on time and will provide all analytics for the team.
The Trainee Investment Manager will prepare and collate research and stock recommendations for the Investment Managers including purchase and sale proposals.
The Candidate
- 1-2 years previous experience in Front Office / Investment Management / Wealth Management environment - within a reputable organisation.
- IAD completed or working towards.
- Will undertake sufficient professional development for the role.
- Strong client facing ability.
- Good working knowledge of the Microsoft Office suite of products.
Trainee Investment Manager , Wealth Management , Front Office in London employer: JJ SEARCH LIMITED
Contact Detail:
JJ SEARCH LIMITED Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trainee Investment Manager , Wealth Management , Front Office in London
✨Tip Number 1
Network like a pro! Reach out to your connections in the investment management world. Attend industry events or webinars, and don’t be shy about introducing yourself. You never know who might have a lead on that perfect Trainee Investment Manager role!
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of wealth management trends and portfolio management strategies. We recommend practising common interview questions with a friend or mentor to boost your confidence and ensure you shine when it’s your turn to impress.
✨Tip Number 3
Showcase your skills! Create a portfolio that highlights your previous work in front office environments. Include any reports, presentations, or analytics you've produced. This will give potential employers a taste of what you can bring to their team.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of opportunities waiting for you, and applying directly can sometimes give you an edge. Plus, it’s super easy to keep track of your applications and updates all in one place.
We think you need these skills to ace Trainee Investment Manager , Wealth Management , Front Office in London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Trainee Investment Manager role. Highlight any relevant experience in Front Office or Wealth Management, and don’t forget to showcase your client-facing skills. We want to see how you can bring value to our team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about investment management and how your background aligns with our needs. Keep it concise but engaging – we love a good story!
Showcase Your Skills: Don’t just list your skills; demonstrate them! If you’ve got experience with Microsoft Office or have worked on portfolio rebalancing, make sure to include specific examples. We’re looking for candidates who can hit the ground running!
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates. Let’s get started on this journey together!
How to prepare for a job interview at JJ SEARCH LIMITED
✨Know Your Stuff
Make sure you brush up on your knowledge of investment management and wealth management. Understand the basics of portfolio rebalancing, trading, and client reporting. This will not only help you answer questions confidently but also show that you're genuinely interested in the role.
✨Showcase Your Client Skills
Since this role involves regular client interaction, be prepared to discuss your previous experiences in client-facing roles. Think of specific examples where you provided excellent service or resolved issues effectively. This will demonstrate your strong client-facing ability.
✨Be Organised
The job requires a lot of administrative and organisational tasks, so highlight your organisational skills during the interview. You could mention tools or methods you use to stay organised, like project management software or time management techniques. This will reassure them that you can handle the workload efficiently.
✨Prepare for Technical Questions
Expect some technical questions related to investment strategies, market trends, or financial analysis. Brush up on your knowledge of current market conditions and be ready to discuss stock recommendations or research you've done. This will show that you're proactive and knowledgeable about the industry.
