Private Client Investment Management Trainee.

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

Job summary

A leading financial broking firm in London is seeking a Private Client Investment Management Trainee. This newly created role involves supporting Client Directors in managing high-net-worth individuals (HNWI), with a focus on client relationship management and regulatory compliance. Ideal candidates will possess strong numerical skills and a relevant educational background.

Qualifications

• Strong A levels considered; degree preferred.
• Highly numerate candidates with excellent client interaction skills.

Responsibilities

• Assist Client Directors with management of HNWI clients.
• Ensure client communications and instructions are accurately recorded.
• Attend client meetings with Directors to build rapport.

Skills

Interpersonal skills

Client relationship management

Numerical skills

Education

A levels

Degree in business, finance, or a numerate discipline

Job description

Quick Registration: First Name *, Last Name *, e-mail *, Phone *, Sector Location

Our client is looking for a Credit Control Manager.

Private Client Investment Management Trainee.

Our client is a Global Financial Broking firm in London.

Client Onboarding KYC Associate. 5 days a week in London.

Private Client Investment Management Trainee

Date: 19 Jun 2025
Sector: FINANCIAL MARKETS
Type: Permanent
Location: London
Salary: £28,000 - 32,000 per annum
Email: [e-mail]
Ref: BT2991

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

Duties

1. Assist a small group of Client Directors with all aspects of their day-to-day management of HNWI clients.
2. Utilise internal systems and collaborate with colleagues across the group to action instructions received from clients.
3. Ensure instructions and interactions with clients are recorded and filed correctly.
4. Attend meetings with clients alongside Directors to build knowledge and rapport.
5. Send communications to clients via letter and email.
6. Liaise with third parties, including investment managers, banks, and personal accountants, to resolve queries or escalate them to the relevant Director as necessary.
7. Interpret data, provide calculations, and produce reports and explanations for clients.
8. Work closely with the Private Client team, making active contributions and learning about client investment strategies to deliver high-quality service.
9. Ensure ongoing professional development and regulatory compliance under the Senior Managers and Certification Regime.