Are you looking to launch a rewarding career in the finance industry? Do you have a passion for helping clients achieve their financial goals? We are currently seeking motivated individuals to join our team as Trainee Wealth Managers. This is an exceptional opportunity to learn and grow in a dynamic and fast-paced environment, while making a positive impact on the lives of our clients.
Company Description:
Our company is a leading wealth management firm dedicated to providing comprehensive financial solutions to high-net-worth individuals, families, and organisations. With a strong focus on personalised service and a commitment to excellence, we have built a reputation for delivering exceptional results and building long-term relationships based on trust and integrity.
Job Responsibilities:
Collaborate with senior wealth managers to provide financial planning and investment management services to clients.
Assist in conducting comprehensive client assessments, understanding their financial objectives, risk tolerance, and investment preferences.
Develop a deep understanding of financial products, investment strategies, and market trends to provide well-informed advice to clients.
Assist in creating customised financial plans, including asset allocation, retirement planning, tax strategies, and estate planning.
Monitor and analyse investment portfolios, providing timely updates to clients and making appropriate adjustm...