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We are seeking a highly motivated Trainee Investment Associate to join our growing team. This entry-level sales role offers an excellent opportunity to gain hands-on experience in the financial services industry, assisting with portfolio management, market research, and investment sales.
Key Responsibilities:- Support the management and monitoring of client portfolios, ensuring alignment with investment objectives.
- Prepare performance reviews and recommend new business.
- Introduce the companies products to private clients.
- Address client inquiries and ensure timely follow-up on requests.
- Qualify, pitch and open new prospects.
- Sales background
- Strong communications skills.
- Money motivated
- Excellent written and verbal skills.
- Demonstrated interest in financial markets and investment strategies.
- Ability to manage multiple tasks with attention to detail.
- £30,000 per annum basic salary.
- Commission structure.
- A collaborative, team-oriented work environment.
- Comprehensive training and development opportunities.
- Competitive salary and performance-based bonuses.
