img
Permanent

Trainee Investment Manager

Ipswich
money-bag 30000.00-30000.00 Annual
3195165710
Posted 1 week ago

My client is an established and highly respected international Investment Manager and due to expansion they currently seek a motivated Trainee Investment Manager to join an experienced investment team, working with private clients to help manage and grow their investment portfolios. The Role You''ll support the management of discretionary and advisory portfolios, develop strong client relationships, and gain exposure to investment markets, portfolio management, and wealth management services. This is an excellent opportunity for someone looking to progress towards Chartered status and build a long-term career in the industry. Key Responsibilities Support the management and review of client investment portfolios. Build and maintain strong client relationships. Provide investment recommendations across a range of asset classes. Monitor market and economic developments. Prepare client reports, valuations, and communications. Ensure compliance with FCA regulations and industry standards. Work collaboratively with operational teams to deliver excellent client service. About You Minimum CISI Level 4 qualified and keen to work towards completion. Experience in investment management, wealth management, or financial services. Strong understanding of investment products and portfolio management. Excellent communication and relationship-building skills. Analytical, organised, and client-focused. Ambitious and committed to ongoing professional development. What''s on Offer? ..... full job details .....

Other jobs of interest...

Front Row Recruitment
Ipswich2 weeks ago
money-bag£30000 - £40000/annum
Two Rivers Housing
NewentYesterday
money-bag49965.00-49965.00 Annual
Insight Executive Group Limited
NorthamptonshireYesterday
money-bag65000.00-65000.00 Annual
Two Rivers Housing
Newent2 days ago
money-bag£45,000
Robert Half Limited
Reading2 days ago
money-bag80000.00-80000.00 Annual
SUEZ UK
Maidenhead1 week ago
money-bag66930.00-66930.00 Annual
SUEZ UK
Maidenhead2 weeks ago
money-bag£66930/annum +Car/Car Allowance+Bonus+Benefits
MCS Group
City3 weeks ago
money-bag40000.00-40000.00 Annual
Robert Half
Reading3 weeks ago
money-bag80000.00-80000.00 Annual
Robert Half Limited
Reading3 weeks ago
money-bag£80,000

Perform a fresh search...

  • Create your ideal job search criteria by
    completing our quick and simple form and
    receive daily job alerts tailored to you!

Jobs. Straight to your inbox!