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.

Our client, a leading investment bank, is seeking a recent graduate to join their team as a trainee Investment Analyst.  The successful candidate will support the Wealth Management team in managing portfolios of high net worth clients including investment trusts, charities and private clients.  With a keen eye for detail and a good understanding of research and analysis, the successful candidate will assist the team by conducting analysis on financial markets, products and services and preparing reports and presentations for clients.  This role would suit someone who is keen to build a successful career in investment analysis.

Essential:

• Excellent communication skills
• Strong mathematical, analytic and research 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.