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    Trainee Assistant Wealth Manager

    Fantastic career opportunity to join a global wealth management business and provide support to the wealth and investment team. This would suit an individual that is eager to progress in a client focused position. You will have the opportunity to study towards a professional qualification. Training and study support will be full supported.

    Main responsibilities:

    • Learning all processes within the wealth and investment business including working with the Relationship Management team
    • Supporting the team to provide clients with relationship management and excellence of service
    • Assisting in the acquisition of new wealth and investment clients
    • Developing an understanding of client requirements and products

    Key skills and expertise required:

    • Interest in developing a career in wealth and investments
    • Willingness to study towards a relevant qualification in the future (IAD in private client investment advice)
    • Excellent interpersonal and relationship building skills
    • Ability to manage multiple tasks

    If you’d like to find out more information about this opportunity, please call us on 01534 626777 or email jobs@rowlands.co.uk

    We are an equal opportunity employer and value diversity at all times.

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    Trainee Assistant Wealth Manager
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