📍 Location: London/ Midlands
💼 Salary: Competitive + Excellent Benefits & Bonus Structure
🎓 Eligibility: Open to graduates and final-year students
Your Future Starts Here!
Are you an ambitious graduate with a passion for finance, wealth management, and client relationships? Do you want to build a career where you can develop expertise in investments, advise high-net-worth clients, and gain professional qualifications—all while earning a competitive salary and bonuses?
If so, this is your chance to join an industry-leading investment firm offering a fast-track career path to becoming a Private Client Relationship Investment Manager.
Why Join Us?
✅ Full Sponsorship for Professional Qualifications – We will support you in achieving CISI, CFA, or similar industry- qualifications.
✅ Fast-Track Career Progression – Get the training, mentorship, and exposure to accelerate your career in investment management.
✅ Performance-Based Bonuses – Earn uncapped commission and attractive performance incentives.
✅ Luxury Client Exposure – Work with high-net-worth individuals (HNWIs) and manage investment portfolios early in your career.
✅ International Opportunities – Potential to gain experience in global financial hubs as you grow within the company.
✅ Hybrid & Flexible Working Options – We value work-life balance and provide flexibility to support your success.
✅ Comprehensive Training & Mentorship Programme – Learn directly from senior investment managers and industry professionals.
Your Role & Responsibilities
🔹 Build and manage relationships with high-net-worth individuals, providing investment advice and financial planning solutions.
🔹 Conduct market research and financial analysis to identify investment opportunities.
🔹 Assist in portfolio management and wealth strategy planning.
🔹 Work alongside experienced Private Client Managers to deliver exceptional service.
🔹 Stay up to date with financial market trends, economic developments, and regulatory changes.
🔹 Engage in business development to attract and retain clients, expanding our private client network. Business administration/management or in the related field
Who We’re Looking For
✔️ Recent graduates or final-year students in Finance, Economics, Business, Business administration/management or in the related field
✔️ Investment Advisor Certificate – Either already obtained or currently working towards completion.
✔️ Strong interest in wealth management, investments, and financial markets.
✔️ Excellent communication, relationship-building, and analytical skills.
✔️ A proactive, results-driven attitude with a desire to succeed in a fast-paced environment.
✔️ Ability to work with confidential financial information and provide tailored solutions to clients.
How to Apply
If you’re ready to launch a successful career in Private Client Investment Management, apply today! 🚀