Trainee Wealth Manager – World Wide

Prestige IFA Jobs; London; On-site; GBP 25,000 - 35,000; Full time

Job summary

A leading company offers an entry-level financial trainee program, providing essential training and development in the finance sector. Successful candidates will gain vital experience in financial advisory, emphasizing a growth mindset and eagerness to learn. This position is client-facing and sales-oriented, suitable for those aspiring to a career in financial services.

Qualifications

• Strong desire to learn about financial markets and investment strategies.
• Openness to feedback and pursuing continuous learning opportunities.

Responsibilities

• Participate in a comprehensive journey within the financial advisory academy.
• Engage in report writing and utilize communication skills effectively.

Skills

Growth Mindset

Eagerness to Learn

Job description

Founded in 2002 by a visionary entrepreneur CEO, our client has swiftly expanded its global presence. Starting from its inaugural office in Hong Kong, it now boasts 50 offices spanning continents, including Africa, the Middle East, the Far East, ASEAN, Europe, Latin America, India, and Australasia (with Canada soon to follow suit).

Their steadfast dedication to excellence has garnered them an outstanding reputation in the international market. At the core of their mission is a singular objective: furnishing clients with unmatched financial peace of mind. Their training centers are located in Dubai, Abu Dhabi, New Zealand, Australia, Jakarta, Porto, Milan, and Marbella, so, if you are currently eligible to live and work in those locations and have legal residence, don’t let anything stop you.

Please note, this trainee opportunity is not UK-based.

Opportunity Overview:

Joining their Entry-Level Financial Trainee Program presents a distinct opportunity to acquire practical experience, tap into excellent learning and development resources, and carve out a successful career as a Financial Advisor. If you aspire to advance your career with a company that will push and support you while equipping you with the requisite skills and experience to thrive, they eagerly await your application.

What to Expect:

In your inaugural year, you’ll embark on a comprehensive journey within their academy, gaining invaluable experience and knowledge in financial advisory. You’ll delve into the client journey, report writing, communication skills, and the effective utilization of their training platform. Throughout the program, their Development team will offer additional training programs to further hone your skills. Upon completing your first year, you’ll have the opportunity to tailor your development toward becoming a Financial Advisor. They’ll support you in pursuing additional exams while providing ongoing development to propel your career forward.

What You’ll Bring:

• A Growth Mindset: They prize individuals who embrace challenges as growth opportunities. Having a growth mindset entails confronting obstacles and setbacks with a positive outlook, seeing them as chances to learn and improve. You’re undeterred by initial difficulties, viewing them as stepping stones toward success. Openness to new experiences and the belief that with effort and dedication, you can continuously develop your skills and capabilities are key. A growth mindset fosters resilience, creativity, and adaptability, vital attributes in the dynamic field of finance.
• Eagerness to Learn: In the ever-evolving landscape of finance, a keen desire to learn is indispensable. They seek candidates enthusiastic about expanding their knowledge, whether about financial markets, investment strategies, or client relationships. Willingness to learn translates to being receptive to feedback, actively seeking opportunities for self-improvement, and exploring new concepts and approaches. Recognizing that continuous learning is a lifelong journey, you’re committed to staying abreast of industry trends and developments. Your thirst for knowledge fuels your professional growth, ensuring you remain a valuable asset to the team.

Recruitment Process:

• Online Application: Submit your CV and answer questions to evaluate your interests and motivations.
• Psychometric Survey from the McQuaig Institute.
• Live Interactive Webinar: Attend a live session with the company CEO.
• Interview: Engage in an interview with the company’s Global Head of Recruitment.

Please note: This position would typically suit those keen on embarking on a career in financial services and wealth management. You ideally do have a good sales background of some sort. This position is NOT for someone from the accounting / auditing or financial management profession. This is a client facing, sales and targets driven profession. Please only apply if you have the required financial services sales aspirations

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