Junior Associate

This is an excellent opportunity for a recent Economics, Finance, Business, or related degree graduate looking to build a long-term career within Wealth Management, Private Banking, or Investment Management. You will gain exposure to high-net-worth and ultra-high-net-worth clients while developing a broad understanding of investment services, client relationship management, regulatory requirements, and wealth planning solutions.

1. Support Relationship Managers in delivering exceptional service to clients across a range of wealth management and banking solutions.
2. Assist with the onboarding of new clients, including suitability assessments, account opening procedures, and AML/KYC checks.
3. Ensure all client activities are conducted in accordance with FCA regulations, internal policies, and applicable legal requirements.
4. Handle client enquiries promptly and professionally, escalating matters where appropriate.
5. Assist in the day-to-day administration of client accounts, including payments, cash management, reporting, and account maintenance.
6. Prepare client meeting materials, presentations, portfolio information, and annual review documentation.
7. Maintain accurate client records and update CRM systems, internal databases, and management reports.
8. Support the monitoring of account fees and help resolve any discrepancies or excess charges.
9. Conduct market, investment, and client-specific research to support Relationship Managers in client discussions and reviews.
10. Help coordinate client meetings, events, travel arrangements, and other relationship management activities.
11. Work collaboratively with investment, operations, compliance, and banking teams to ensure seamless client service.
12. Assist in the delivery of a holistic wealth management service through the preparation of account statements, trade confirmations, and other client communications.

1. Bachelor's degree in Economics, Finance, Business, Accounting, Mathematics, or a related discipline.
2. Previous internship, placement year, or work experience within Wealth Management, Private Banking, Asset Management, Investment Management, Financial Advisory, or Financial Services.
3. Strong interest in financial markets, investments, and wealth management.
4. Excellent analytical, organisational, and problem-solving skills.
5. Strong written and verbal communication skills.
6. High attention to detail and a commitment to delivering excellent client service.
7. Proficiency in Microsoft Office, particularly Excel and PowerPoint.
8. Ability to work effectively in a team environment while managing multiple priorities.

1. Knowledge of financial markets and investment products.