Trainee Investment Manager

Job description

The Trainee Investment Manager Scheme is designed to support individuals from a wide range of backgrounds who aspire to build a career in private client investment management. This structured three-year programme provides a comprehensive foundation, combining hands-on experience with professional development and formal qualifications required to progress into an Investment Manager role. As a Trainee Investment Manager, you will work closely with experienced colleagues, supporting the team across a broad range of administrative, analytical, and client-focused activities. Your responsibilities will develop over time in line with your learning and confidence. You will be encouraged to take initiative, ask questions, and contribute positively to team objectives as your capability grows. Continued employment within the programme is dependent on successfully achieving the following qualifications within the required timeframes: i) CISI Level 4 (Investment Advice Diploma) – all three papers passed within the first six months. ii) CISI Level 7 (Chartered Wealth Manager) – completed within the subsequent 30 months. Key Responsibilities: - Develop into an effective, proactive, and collaborat...