Investment Graduate

Description As a member of the Bespoke Investment Management team you will assist in the on boarding of new clients along with the maintenance of existing clients. You will also commence or continue your study to enable you to develop into a junior investment manager. This will involve you undertaking the CISI or CFA exam program over a three to four year period. Key responsibilities Assist with ongoing client relationship management, including incoming and outgoing communication, account openi…

We are looking for a dedicated individual to join our growing team. In this role, you will have the opportunity to work on meaningful projects that impact our customers every day. We value innovation, integrity, and a commitment to excellence.

Requirements

• Excellent communication and interpersonal skills.
• Strong organizational and time management abilities.
• Ability to work effectively both independently and in a team.
• A proactive and positive attitude towards learning.
• Relevant degree or equivalent professional experience.