Trainee Wealth Manager - Graduate

About Ox Global Investments Ox Global Investments is an independent wealth management firm providing individuals and corporates with investment solutions through bespoke and unbiased due diligence of leading fund managers globally.

The Role This is an entry-level position within a boutique wealth management firm, offering a steep learning curve and a thorough, holistic grounding in wealth management. You will work in a small, growing team alongside senior partners, with real exposure to client relationships and investment decision-making from day one.

In the early stages, you will support the firm’s client acquisition efforts. You will:

1. Make outbound telephone calls to prospective clients
2. Arrange meetings for Senior Partners in London and across the UK
3. Build your knowledge of the firm’s investment proposition and the wider market

You will be fast-tracked through the relevant regulatory exams during your first year. Once qualified, you will move into client-facing conversations, presenting Ox Global Investments’ offering to prospective clients, including our Multi Asset Model Portfolios.

1. About You A genuine interest in investing and the financial markets
2. A keen appetite for reading widely around our offering and the broader industry
3. Ambitious and eager to progress at pace
4. Confident, highly articulate and comfortable in a competitive, target-driven environment
5. The ability to build rapport quickly and credibly with High Net Worth Individuals

1. What We Offer Structured training and a fast-tracked route through regulatory qualifications
2. Direct access to and mentorship from senior partners
3. A clear path to a client-facing advisory role
4. The chance to make a visible impact in a growing boutique firm

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