Are you ready to embark on an exhilarating journey in the world of finance? Join an esteemed boutique wealth management firm renowned for its exceptional wealth advisory services. With a client base comprising high-net-worth individuals overseeing portfolios exceeding £15 million, our firm prides itself on consistently delivering top-tier wealth management services to private and corporate clients. Spanning various financial sectors globally, our team of professionals ensures optimal results for our clients, fostering enduring relationships built on trust and prosperity.

At our institution, integrity is non-negotiable, and ethical transparency is paramount among our employees. As a prospective member of our team, you'll join a distinguished cohort of industry leaders delivering strategic investment, advisory, and wealth management services to high-net-worth clients. We're on the lookout for proactive graduates with a strong sense of professionalism, a drive for career advancement, and unwavering commitment to the investment realm.

We seek individuals with a fervent passion for finance, adept at researching and analyzing corporate data to discern profit margins and company projections. Your daily responsibilities will encompass evaluating client investment portfolios and devising strategies to optimize investment returns. Effective communication skills are essential, along with the ability to cultivate enduring relationships with high-net-worth clients.

Ideal candidates possess a profound understanding of global investment markets and a comprehensive knowledge of funds across all sectors, enabling them to craft tailored client investment portfolio reports. Familiarity with Bloomberg terminals is advantageous, with preference given to candidates holding certified proficiency in Bloomberg Market concepts.

During the interview process, you'll be expected to demonstrate familiarity with codes of conduct for investment advising, along with insights into current investment portfolios, market trends, UK regulatory framework, risk assessment, taxation, and a basic grasp of derivatives.

Acceptable CPD Financial Certifications include CFA Level 1 coupled with Level 4 certifications.

We offer an attractive bonus and incentive package, inclusive of private medical care and health insurance. Previous experience is advantageous but not mandatory, and we offer both full-time and part-time positions, with remote work opportunities available. Join us and seize the chance to thrive in the dynamic landscape of investment management.