Our client, a leading investment bank, is seeking a recent graduate to join their team as a trainee wealth planner.  The successful candidate will support the regional director in managing discretionary portfolios on behalf of private clients, trusts and charities.  With a keen eye for detail, excellent interpersonal skills and a good understanding of the financial markets, the successful candidate will have a unique opportunity to build a strong foundation for a long career in private wealth management in this role.

Essential:

• Excellent communication and interpersonal skills.
• Strong mathematical and analytical skills.
• Working knowledge of financial markets (knowledge of products and services would also be of benefit although training and support will be provided)
• Undergraduate degree (minimum result 2:1).
• Self-motivation.
• Able to adapt to fluctuating priorities and demands.