Career in wealth Management

Graduate Opportunities
Job Type:
Salary range:
£25,000 - £29, 999
£25000- £30000
Start Date:
Uxbridge Employment Agency
Job Ref:

Are you an individual who has a true passion for stocks, shares and all things stock market related?
I am delighted to be working with my client on this amazing opportunity. This role will take and develop an exceptionally bright and dedicated individual and give them the experience as well as additional study support to ensure that you become a fully qualified wealth management analyst.
My client is seeking a top notch graduate who has a true passion for figures, investments and the stock market in general. You will possess a degree in Economics, Investment Management or similar and be prepared to work hard in order to achieve your ambitions.
In addition to a fully supportive team , you will also be given the opportunity to study for your IMC /CFA examinations. Training will be given on a continual and ongoing basis with an end view to managing the fortunes and investments for your own select group of individuals.
Please note that during the Covid lockdown you will be working from home- but will then return to the office.
Based in Bucks currently this client is looking to move to central London within the next 12 months- so you should be happy to commute

• Assisting with investment research
• Participation in investment meetings
• Generation trade ideas
• Extensive research
• Production of client portfolio snapshots/presentations
• Managing cash balances via cash sweeps
• Performing trade calculations
• Calculation and collection of management fees
• Reviewing and updating portfolio trading figures
• Providing market updates to the team
• Execution of trades required
The ideal candidate MUST be a graduate- ideally with 1-2 years commercial work experience- although not essential.
You will have excellent analytical ability and be confident in the use of Excel
Superb communication skills
Ability to take the initiative
Able to manage multiple priorities
Highly ambitious and driven!
What you need to do now
If you're interested in this role please apply and forward an up-to-date copy of your CV. Due to the unprecedented level of applications we are currently receiving, if we have not contacted you within 48 hours of your application then please assume you have been unsuccessful on this occasion.

For the purpose of the Conduct Regulations; when advertising permanent vacancies we are acting as an Employment Agency and when advertising temporary/contract vacancies we are acting as an Employment Business.

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Contact Details:
Uxbridge Employment Agency
Tel: 01895 520 705
Contact: Dana Balac

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