Associate - Investment Advisory

London - Chesterfield Gardens

This vacancy is now closed

Description

Do you have an interest in investments and able to explain why with conviction and passion?

 

Would you like direct interaction with clients over the phone and on email?

 

Would working at your own pace as you undertake further studies appeal?

 

If all this ticks your boxes and you are looking to learn about all things investment/wealth management from the ground up, our team in Mayfair are keen to hear from you. They describe themselves as an approachable bunch, easy going and looking for someone to bring structure to their workload. You are looking for a role that will allow you to develop in an administrative capacity as you learn about your team, clients and Tilney overall.

 

It would be great if you had some work experience within wealth management or a role that has required strong customer service as you will be involved with:

 

  • Preparing Advice Reports and generating Periodic Reviews
  • Updating our internal systems with accurate information – rest assured you will be trained!
  • Placing equity and fund trades
  • Supporting clients with queries ensuring they are responded to as speedily as possible

 

You are committed learning that Tilney would happily support; the team want to invest in you as a thank you for your commitment to them.

 

For further information don’t hesitate to contact me but the link to apply should be within clicking distance, so I hope to be speaking with you soon.

 

The team are keen to hear why you are interested in this role, so please write something on your application that explains your motivations. If a covering letter, great but if a witty paragraph that you believe will capture their attention, also great.