Graduate Wealth Management Opportunities recruitment
Exciting graduate opportunities currently exists with a dynamic global Wealth Management
organisation with over £24billion assets under management based in Central London.
The opportunities available are:
Client Service Associate - you will be responsible for on-boarding and maintenance of existing and current client accounts. In addition to conducting KYC/AML checks, processing documents and facilitate in transfer of assets. You will be the central point of contact for the various teams. Furthermore, you will be involved in various business projects.
Financial Planning Associate - you will be responsible for the co-ordination and support of communications with various departments. You will be managing confidential client information and on-boarding accounts. Furthermore, you will be involved in client asset transfer analysis and conducting research on new business, in addition to producing recommendation materials.
Portfolio Evaluations Associate - you will be responsible for client mapping, investigating client objectives and due diligence of portfolios. In addition, you will be identifying cash flow needs and recommendations on investments. Furthermore, you will be involved in process implementation and business projects.
The successful candidate for this role MUST have:
- 2.1 Bachelors Degree + AAA at A-Levels
- Personal or professional track record of achievements
- Internship experience within Asset Management
- Strong understanding of the Investment Management market
- Proficient in Microsoft Office
- Passion to pursue a career in Banking Financial Services
The successful candidate will also be a highly skilled communicator, a self-starter who can multi-task and problem solve working on initiative.
Please apply if you meet the requirements above, and state in your CV the role you are interested in.