About us:

Over the last 20 years, our success has been driven by our people-centric culture and values – Collaborative, Responsible, Entrepreneurial, Self-Aware, Trustworthy. Our mission is to act as a catalyst for shared prosperity and a better future. We are committed to fostering a welcoming and inclusive work environment, making it a great place for talented individuals from diverse backgrounds to start and grow their careers.

Graduate Job Description:

Summary:

This entry-level role offers a unique blend of client service responsibilities and an introduction to new product onboardings within our Wealth Management Solutions, a leading global platform that expands access to private market investments.

Primary Functions & Essential Responsibilities:

• Assist in the onboarding and servicing of new and existing wealth client relationships.

• Support in ensuring that the required agreements are in place with all strategic partners.

• Provide operational support and maintain high levels of client service.

• Contribute to our global team and assist with various strategic projects.

• Help in the development of product structures to meet both our and our clients’ needs.

• Participate in the onboarding of new initiatives, collaborating with both internal and external teams.

• Monitor the regulatory environment to help ensure we remain compliant and effective in client servicing.

• Foster a strong network within the firm to facilitate collaboration across departments like Product Management, Client Service and Investment Operations.

Bonuses and Incentives:

Competitive starting salary with annual performance-related bonuses.

Opportunity for quarterly incentives based on team and individual performance metrics.

Comprehensive benefits package including health, dental, and vision cover, plus a pension scheme.

Employee recognition programmes that reward outstanding performance and innovative contributions.

Education/Certification:

Recent graduates with an undergraduate degree are encouraged to apply. 

Degrees in Finance, Business Administration, Economics or related fields preferred.

Level 4 regulations certification or in process.

Required Knowledge:

A foundational understanding of investment products and services is advantageous.

Familiarity with investor dealing and operational models for distribution platforms is beneficial.

Skills/Abilities:

• Energetic and enthusiastic with a strong desire to learn.

• Basic proficiency in Excel, PowerPoint and Word.

• Effective communication and presentation skills.

• Problem-solving aptitude and ability to research solutions.

• Proactive attitude with the ability to set priorities and manage workload to meet deadlines.

This role is ideal for recent graduates looking to launch a career in wealth management and gain exposure to a dynamic, global financial environment with attractive compensation and rewards for high performance.