We are seeking a highly motivated Trainee Investment Associate to join our growing team. This entry-level sales role offers an excellent opportunity to gain hands-on experience in the financial services industry, assisting with portfolio management, market research, and investment sales.
Key Responsibilities: *Support the management and monitoring of client portfolios, ensuring alignment with investment objectives.
*Prepare performance reviews and recommend new business.
*Introduce the companies products to private clients.
*Address client inquiries and ensure timely follow-up on requests.
*Qualify, pitch and open new prospects.
Skills/ Experience: *Sales background
*Strong communications skills.
*Money motivated
*Excellent written and verbal skills.
*Demonstrated interest in financial markets and investment strategies.
*Ability to manage multiple tasks with attention to detail.
What We Offer: *£30,000 per annum basic salary.
*Commission structure.
*A collaborative, team-oriented work environment.
*Comprehensive training and development opportunities.
*Competitive salary and performance-based bonuses.