We are working with a premier Investment Management & Financial Planning organisation renowned for its expertise, integrity and commitment to delivering exceptional results to their clients. With a rich history and a forward-thinking approach, our client has established itself as one of the leading names in the industry.
Our client is now seeking to recruit a Trainee Investment Manager to join their team. As a Trainee Investment Manager, you will provide comprehensive support to the firms Senior Investment Managers and the overall department. You will work closely with seasoned professionals, gaining hands-on experience in various aspects of the investment process, including portfolio management, client relationship management and administration.
Responsibilities include:
- Build strong relationships with clients by providing exceptional service and support
- Conduct thorough research on various asset classes, investment products, and market trends to identify opportunities and risks
- Assist in preparing investment recommendations and presentations based on research findings
- Work closely with Senior Investment Managers providing comprehensive support
- Collaborate with team members across departments and participate in training programs.
- Build relationships with external partners by initiating trades
Compensation Package includes:
- A base salary up to £35,000, with an annual discretionary bonus.
Benefits:
- 9% Pension contribution
- Life Cover
- Private Medical Insurance
- Health Screening
- Income Protection
- Sharesave Plan
- Season Ticket Loan
- 25 Days Annual Leave with an option to purchase an additional 5 days
- Comprehensive study support
- Hybrid working
Sector:
- Asset & Investment Management
