International Wealth Management - BDE Trainee Path

International Financial Advisor Jobs; Greater London; Hybrid; GBP 24,000 - 28,000; Full time

Benefits offered by this job

Uncapped commission

OTE £40k-£50k

Career progression

Support for qualifications

Hybrid working

Job summary

The successful candidates will join our client’s London operation to build a career in international wealth management, wealth planning and cross-border financial services. This trainee pathway focuses on identifying high-net-worth international clients and introducing them to wealth management propositions.

Our client supports professional development through CISI Level 4 Investment Advice Diploma, with a structured progression toward becoming a Private Wealth Adviser over 2–3 years.

Qualifications

• Ambitious, commercially aware and proactive individuals with a long-term career focus in international wealth management.
• Excellent communication and interpersonal skills.
• Willingness to develop through structured professional qualifications (CISI Level 4).

Responsibilities

• Identify prospective international clients and generate leads.
• Engage with clients via telephone, email and LinkedIn to generate opportunities.
• Arrange meetings between prospects and Private Wealth Advisers.
• Build and maintain professional relationships in wealth management.

Skills

Communication skills

Interpersonal skills

Commercial awareness

Lead generation

Education

CISI Level 4 Diploma

Tools

LinkedIn

Online directories

Job description

The successful candidates will join our client’s London operation to build a career in international wealth management, wealth planning and cross-border financial services. This trainee pathway focuses on identifying high-net-worth international clients and introducing them to wealth management propositions.

Our client supports professional development through CISI Level 4 Investment Advice Diploma, with a structured progression toward becoming a Private Wealth Adviser over 2–3 years.