Mandates

Analyst, Investment Advisory Team, London

Requirements

Private BankingUKAnalystLondon1+ Years Experience

Experience

Wealth ManagementHNWIUHNWI

Responsibilities

AnalysisResearchInvesting

Details

Our client, a leading Bulge Bracket Global Wealth Manager, is seeking to onboard an individual to join their Investment Advisory Team based in London

Candidates should have 1–3 years of experience within a private bank or wealth management institution. However, those with relevant experience from lateral product silos will also be considered

The individual would undertake a wide variety of technical and administrative tasks that support the overall objectives of the team and the wider organisation

The ideal candidate will hold a Bachelor’s or Master’s degree in a STEM (Science, Technology, Engineering, Maths) discipline from a top-tier university

Candidates must hold, or be working towards obtaining professional certifications such as CFA (Chartered Financial Analyst), IMC (Investment Management Certificate), or IAD (Investment Advice Diploma)