Trainee Wealth Manager (Graduate)

Vision Eight Ltd
12 Mar 2018
18 Mar 2018
Contract Type
Full Time

Our client, a leading UK Wealth Manager (£5bn AUM) are seeking a Trainee Wealth Manager to join their front office team in their new London offices.

The successful candidate will assist the Front Office team (8 Wealth Managers) with a number of tasks.

Key Duties:

  • Complete daily processing tasks and update relevant systems.
  • Static data maintenance.
  • Processing and production of CHAPS, BACS and Cheque payments
  • Respond to client account requests.
  • Liaise in a professional and friendly manner with other business areas to facilitate responses to client enquiries.
  • Read and respond to both internal and external communications.
  • Help prepare client presentations.
  • Draft client review packs ahead of meetings.

Skills, Knowledge and Experience:

  • Ability to plan and prioritise own workload.
  • Good interpersonal skills.
  • Able to multi-task, prioritise tasks and work to tight deadlines.
  • Recently degree educated
  • Good IT skills using Word, Excel and Outlook.
  • Previous experience working within a financial services environment.
  • Ability to work both on own initiative and as part of a small team.
  • Excellent writing skills.
  • Good mathematical ability.

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