Trainee Investment Manager - Southampton, United Kingdom - mbf

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    Job Description

    We are working with a premier Investment Management & Financial Planning organisation renowned for its expertise, integrity and commitment to delivering exceptional results to their clients. With a rich history and a forward-thinking approach, our client has established itself as one of the leading names in the industry.

    Our client is now seeking to recruit a Trainee Investment Manager to join their team. As a Trainee Investment Manager, you will provide comprehensive support to the firms Senior Investment Managers and the overall department. You will work closely with seasoned professionals, gaining hands-on experience in various aspects of the investment process, including portfolio management, client relationship management and administration.

    Responsibilities include:

    • Build strong relationships with clients by providing exceptional service and support
    • Conduct thorough research on various asset classes, investment products, and market trends to identify opportunities and risks
    • Assist in preparing investment recommendations and presentations based on research findings
    • Work closely with Senior Investment Managers providing comprehensive support
    • Collaborate with team members across departments and participate in training programs.
    • Build relationships with external partners by initiating trades

    Compensation Package includes:

    • A base salary up to £35,000, with an annual discretionary bonus.

    Benefits:

    • Exceptional Pension contribution
    • Life Cover
    • Private Medical Insurance
    • Health Screening
    • Income Protection
    • Season Ticket Loan
    • 25 Days Annual Leave with an option to purchase an additional 5 days
    • Comprehensive study support
    • Hybrid working