CFA - Wealth Management Associate
Company
Dangi Global
Location
London
Employment Hours
Full Time
Employment Type
Permanent
Salary
£45,000 - £60,000 Per Annum
Job Requirements/Description
The Role
We're looking for a CFA-qualified Wealth Management Associate to join our growing team. The ideal candidate will assist in managing client portfolios, conducting research, and supporting senior advisors in delivering high-quality investment advice.
Key Responsibilities- Support portfolio construction, monitoring, and rebalancing
- Conduct financial research, asset analysis, and prepare investment reports
- Assist in creating client presentations and proposals
- Work closely with Wealth Managers on client relationship management
- Ensure compliance with FCA and company regulations
- Prepare regular performance updates and market commentary
- CFA Level 3 Qualified or CFA Charter holder
- Degree in Finance, Economics, or related discipline
- 2-5 years' experience in wealth management, portfolio management, or investment analysis
- Strong analytical and Excel skills
- Excellent communication and presentation abilities
- Client-focused approach with attention to detail
- Knowledge of UK tax and financial planning
- Experience using Bloomberg, Morningstar, or FactSet
- Understanding of compliance requirements in the financial sector
Company
Dangi Global
Location
London
Employment Hours
Full Time
Employment Type
Permanent
Salary
£45,000 - £60,000 Per Annum