Wealth Management Trainee

Roles & Responsibilities

Wealth Management Trainee

High Basic + Comms | No Experience Needed | Career Growth | Flexible Work-Life Balance

Looking for a high-paying, fast-growing career that gives you financial freedom ? Whether you're a career switcher, or someone eager to succeed in finance , this role is for you!

What You’ll Do :

• Provide personalized wealth management solutions in investments, insurance, and financial planning
• Assess clients’ financial needs and help them achieve their long-term financial goals
• Build and maintain strong relationships with clients, offering ongoing financial advice
• Stay updated on market trends and industry developments to provide informed recommendations
• Work closely with experienced mentors to develop professional skills and accelerate career growth
• Grow into a leadership role with clear career progression and structured programme

Who We’re Looking For :

What We Offer :

Tell employers what skills you have

Wealth Management

Sponsorship

Leadership

Microsoft Excel

Financial Planning

Interpersonal Skills

Inventory

Investments

Wealth Accumulation

Wealth

Investment Management

Mentorship

Emotional Intelligence

Financial Advisory

Customer Service

Financial Services