Trainee Portfolio Manager: Learn Investment & Reporting

LGT Wealth Management UK LLP is seeking an Investment Support professional to assist Portfolio Managers by providing operational support. The role involves engaging with the IFA client base, handling queries, and supporting investment committee meetings.

The ideal candidate will have front-office experience in wealth management, be working towards relevant qualifications such as the CISI Investment Advice Diploma, and possess strong Microsoft Office skills. This position offers an opportunity to develop into a Portfolio Manager role.

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