Trainee Investment Manager | Client Portfolio Builder

Ipswich Source: WhatJobs
£32,000–£46,000

Raymond James UK is seeking a Trainee Investment Manager to deliver discretionary and advisory investment services, aligning portfolios with client objectives and risk profiles while meeting regulatory requirements.

As part of the Investment Management Services team, you will build strong client relationships, advise on asset classes, monitor markets, and ensure compliance with FCA rules and the firm's policies. You will gain CISI progression and participate in client reviews and reporting.

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Full job description from WhatJobs. Apply for this role →

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