Trainee Wealth Manager

Posted 11 April by Regal Brooke Limited
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Are you looking to launch a rewarding career in the finance industry? Do you have a passion for helping clients achieve their financial goals? We are currently seeking motivated individuals to join our team as Trainee Wealth Managers. This is an exceptional opportunity to learn and grow in a dynamic and fast-paced environment, while making a positive impact on the lives of our clients.

Company Description:

Our company is a leading wealth management firm dedicated to providing comprehensive financial solutions to high-net-worth individuals, families, and organisations. With a strong focus on personalised service and a commitment to excellence, we have built a reputation for delivering exceptional results and building long-term relationships based on trust and integrity.

Job Responsibilities:

Collaborate with senior wealth managers to provide financial planning and investment management services to clients.

Assist in conducting comprehensive client assessments, understanding their financial objectives, risk tolerance, and investment preferences.

Develop a deep understanding of financial products, investment strategies, and market trends to provide well-informed advice to clients.

Assist in creating customised financial plans, including asset allocation, retirement planning, tax strategies, and estate planning.

Monitor and analyse investment portfolios, providing timely updates to clients and making appropriate adjustments based on market conditions.

Stay updated on regulatory and compliance requirements to ensure adherence to industry standards and guidelines.

Build and maintain strong client relationships by providing exceptional service and addressing any inquiries or concerns.

Continuously develop your knowledge and skills through ongoing training and professional development opportunities.


Bachelor's degree in Finance, Economics, Business, or a related field.

Strong analytical and problem-solving skills with a keen attention to detail.

Excellent communication and interpersonal skills to effectively interact with clients and colleagues.

Passion for finance and investment management with a desire to learn and grow in the industry.

Ability to work independently as well as collaboratively in a team-oriented environment.

Proficiency in financial modelling, analysis, and reporting tools.

Prior experience or internships in finance or wealth management is a plus, but not required.


Competitive compensation package with performance-based incentives.

Comprehensive training and mentorship programs to support your professional growth.

Opportunities for advancement within the organisation based on merit and achievements.

Access to cutting-edge financial technology and resources.

A collaborative and inclusive work culture that values diversity and teamwork.

Health insurance, retirement plans, and other employee benefits.

If you are eager to kick-start your career in wealth management and possess a strong desire to make a difference in the lives of clients, we invite you to apply for the Trainee Wealth Manager position. Please submit your resume and a cover letter outlining your interest and qualifications. We look forward to welcoming you to our dynamic team!

Reference: 51493320

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