Trainee Investment Manager

Bell Cornwall
16 May 2018
15 Jun 2018
Contract Type
Full Time

Trainee Investment Manager

Birmingham City Centre

Bell Cornwall Recruitment have been instructed on a fantastic, exciting opportunity at an investment bank based in Birmingham City Centre. The role will involve assisting a number of Investment Managers in providing investment advice and services to a range of clients.

Key responsibilities will include:

  • Assisting with client portfolio reviews
  • Understanding client's investment plans, risk profiles and financial resources
  • Ensuring all client contact is accurately and formally documented
  • Assisting with developing new business
  • Attending internal and external investment meetings
  • Build upon investment knowledge
  • Provide clients with reports as required

Key requirements:

  • Candidates must be working towards/already completed the IAD/IMC/CISI qualifications
  • Attention to detail
  • Ability to think on your feet and make important decisions
  • A key team player with an approachable nature
  • Highly driven with a superb work ethic
  • Degree educated
  • Wealth management/investment experience would be desirable

In return for your hard work our client is offering a highly competitive salary and the chance to work within a fantastic and highly reputable company! If you want an opportunity as an Trainee Investment Manager then give us a call asap!

Interested?... Please apply to Bell Cornwall Recruitment.

Interested? Please click the 'APPLY' button now!

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(For the purposes of recruiting for this vacancy Bell Cornwall Recruitment is acting as a recruitment agency. Bell Cornwall Recruitment is an equal opportunities employer who welcomes applications from all age groups)

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