The Trainee Investment Manager is responsible for providing high-quality discretionary and advisory investment management services to clients, ensuring portfolios are managed in line with individual objectives, risk profiles, and regulatory requirements. Working as part of the Investment Management Services (IMS) team, the role involves advising on and managing designated client portfolios, delivering an exceptional client experience, and building long-term relationships based on trust, expertise, and professional service. The successful candidate will maintain a strong understanding of market developments and investment strategies while ensuring adherence to the firm's compliance framework, policies, and regulatory obligations. Key Responsibilities: Client Service
Trainee Investment Manager in Suffolk employer: Raymond James UK
At Raymond James, we pride ourselves on fostering a culture that prioritises people and their financial wellbeing. As a Practice Management Business Partner, you will benefit from ongoing professional development and the opportunity to work closely with talented advisers, making a tangible impact on their success and client outcomes. Our commitment to values such as Client First and Integrity ensures a supportive environment where your coaching and strategic insights can thrive.
