Private Client Investment Management Trainee.

Taylor James Resourcing; City Of London; On-site; GBP 28,000 - 32,000; Full time

Job summary

A niche investment management organization is seeking a Private Client Investment Management Trainee to assist Client Directors with managing high-net-worth individuals. The ideal candidate will possess strong numerical skills and excellent interpersonal abilities. This office-based position is located in the City of London and offers a salary between £28,000 and £32,000 per annum. Continuing professional development opportunities are included.

Qualifications

• Strong numerate candidates preferred.
• Excellent interpersonal skills are essential.
• Ability to manage high-net-worth individuals.

Responsibilities

• Assist Client Directors in managing HNWI clients.
• Liaise with third parties to resolve client queries.
• Interpret data and produce reports for clients.

Skills

Interpersonal skills

Client relationship management

Numerical competence

Education

Degree in business, finance or numerate discipline

Strong A levels

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Private Client Investment Management Trainee

Date: 19 Jun 2025
Sector: FINANCIAL MARKETS
Type: Permanent
Location: London
Salary: £28000 - 32000 per annum
Email: [e-mail]
Ref: BT2991

Private Client Investment Management Trainee. To £32,000

This role is newly created due to the continued growth of this well established and highly regarded niche investment management organisation. The firm are looking for highly numerate candidates with excellent interpersonal and client relationship management skills. Candidates with strong A levels would be considered although a degree in a business, finance or numerate discipline would be preferred. The role will be office based in the City of London.

Duties

• Assist a small group of Client Directors with all aspects of their day-to-day management of their HNWI clients.
• Utilise internal systems and collaborate with colleagues across the group to action instructions received from clients.
• Ensure instructions and interactions with clients are recorded and filed correctly.
• Attend meetings with clients alongside Directors to build knowledge and rapport with clients.
• Send communications to clients, via letter and email.
• Liaise with third parties, including investment managers, banks and personal accountants, to resolve queries or elevate them to the relevant Director as necessary.
• Interpret data, provide calculations and produce reports and explanations for clients.
• Work closely with the members of the Private Client team, making an active contribution, learning from others in the team about how their clients invest in the market to be able to deliver a high-quality client service.
• Ensure the necessary learning, including continuing professional development, is achieved and maintained.
• Develop and maintain the key competencies required for the role and attain the necessary regulatory status under the Senior Managers and Certification Regime in order to advise clients.