JJ SEARCH LIMITED
Trainee Investment Manager , Wealth Management , Front Office
How your CV stacks up
Upload your CV to see how well it fits this job role
?%
The Client
Our client is a large entrepreneurial Investment Management firm with exciting growth prospects
The Role
This is an exciting opportunity for someone with previous experience of working within a Front Office environment, preferably within Wealth Management / Investment Management, and who would be looking to take their career to the next level.
The Trainee Investment Manager will support a Senior Investment Director and ensure that each client receives a first-class service.
The Trainee Investment Manager will have regular contact with the client base and be responsible for ensuring all administrative, organisational, and client-related tasks are completed accurately, efficiently, and in a timely manner - this will include rebalancing portfolios and trading on portfolios.
Reasons to use Rodeo
Start with a chat, not a search bar
Grad scheme, placement, apprenticeship? Not sure what you want yet — that's fine. Your agent talks it through with you and turns "I have no idea" into a shortlist.
It searches the market for you
Every day your agent scans the market matching roles against what actually matters to you, not just keywords on a CV.
Only hits
No noise. No "maybe this fits." Just roles with a clear explanation of why they're right — and where to focus when applying.
The Trainee Investment Manager will ensure that all current and new client account data is up to date and accurate and be responsible for production, and distribution of reports and presentations for existing and prospective clients (including valuations and end of year packs).
The Trainee Investment Manager will attend client meetings with Investment Managers where appropriate, with all review meetings scheduled and reports produced to a high standard and delivered on time and will provide all analytics for the team.
Get help with your application
Your very own career expert that helps elevate your application to the next level.
The Trainee Investment Manager will prepare and collate research and stock recommendations for the Investment Managers including purchase and sale proposals.
The Candidate
- 1-2 years of previous experience in Front Office / Investment Management / Wealth Management environment - within a reputable organisation.
- IAD completed or working towards.
- Will undertake sufficient professional development for the role.
- Strong client-facing ability.
- Good working knowledge of the Microsoft Office suite of products.
“It took my CV and asked me questions relevant to understanding what kind of jobs to suggest for me. Suggestions were almost perfect. Jobs were exactly what I’ve been looking for.”
Jessica, London
Skills
Location