Graduate Trainee, Wealth Management

Company Name: Pathway Asset Management

Job Description:

As a Graduate Trainee, Wealth Management– Liability Generation, you will be part of a structured training program designed to introduce you to the fundamentals of wealth management and liability generation within the asset management industry. This entry-level role is ideal for recent graduates who are passionate about finance, relationship building, and client service.

Under the guidance of experienced professionals, you will learn how to engage with high-net-worth individuals (HNWIs), families, and institutions, understand their financial needs, and support efforts to mobilize funds for the company..

Key Responsibilities:

• Fund Mobilization
• Participate actively in the firm’s structured training sessions and rotational assignments across the Wealth Management department.
• Assist senior advisors in developing tailored financial plans and investment strategies for clients.
• Support the relationship management team in managing and servicing high-net-worth individuals (HNWI) and institutional client accounts.
• Conduct market research and analysis on investment products, financial trends, and client portfolio performance.
• Prepare client reports, presentations, proposals, and financial models as required.
• Attend client meetings and follow up on documentation, compliance, and service requests.
• Learn and ensure adherence to regulatory guidelines, internal risk policies, and industry best practices.
• Contribute to strategic projects and initiatives that support business growth and operational efficiency.
• Contribute to wealth management solutions that meet clients’ needs and generate revenue for the company.
• Collaborate with internal teams, including finance managers, to deliver integrated wealth management solutions.
• Stay informed about market trends and developments in wealth management and liability generation.
• Meet or exceed revenue targets and other performance metrics.
• Participate in marketing initiatives, networking events, and industry conferences to raise the firm’s visibility and attract new clients

Requirements:

• A Bachelor’s degree or an HND, preferably but not compulsory in Finance, Economics, Accounting, Business Administration, or any related discipline.
• Minimum grade is 2:1 or Upper Credit
• 0- 2yrs experience
• Strong interest in financial markets, investment products, and wealth management.
• Excellent analytical, numerical, and problem-solving skills.
• Strong interpersonal and communication skills (written and verbal).
• Proficiency in Microsoft Office tools, especially Excel and PowerPoint.
• High level of integrity, responsibility, and willingness to learn.
• Ability to work collaboratively in a fast-paced, client-focused environment.

Benefits:

• Intensive hands-on training and mentorship
• Opportunity to transition into a higher role based on performance
• Career progression in a leading asset management firm
• Exposure to a broad range of investment products and client segments

Why Work for Us

• Competitive Compensation
• Professional Development Opportunities
• Inclusive and Diverse Environment.
• Cool Office Space
• Friendly, dynamic and innovative Company culture
• Technology and Tools
• Employee Recognition Programs.

Job Posted: 20th June 2025