TrinityBridge is seeking a candidate to assist in onboarding new clients and maintaining existing relationships, with a view to becoming a junior investment manager. You will pursue CISI or CFA exams over three to four years and work across client administration, record-keeping and suitability documentation.
The role involves coordinating with multiple departments to ensure smooth client outcomes and ongoing learning about investment frameworks and risk profiles within TrinityBridge.
#J-18808-Ljbffr
Investment Graduate: Onboarding to Junior Investment Manager in Guildford employer: TrinityBridge
At TrinityBridge, we pride ourselves on being an exceptional employer, offering a supportive and inclusive work culture that values diversity and promotes employee growth. Located in Northwich, our team enjoys flexible working options, a strong sense of community, and a commitment to sustainability, ensuring that every employee can thrive both personally and professionally while contributing to meaningful client relationships.
