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Graduate Associate - Wealth Management

Graduate Associate - Wealth Management

Skybound Wealth ManagementCity Of London, England, United Kingdom
2 days ago
Job type
  • Full-time
Job description

About Us

Skybound Wealth Management is a global financial advisory company with employees across the UK, USA, Cyprus, Switzerland, UAE and Malaysia. We provide tailored financial advice to international clients, supported by expert teams across wealth planning, compliance and operations.

About the role

We have achieved significant success by developing talented Private Wealth Advisers from within the organisation. In August 2025 we had our first intake of Graduate Associates in this formal programme, developing the next generation of successful Private Wealth Advisers at our London office. We are now preparing to repeat this for our next intake in August 2026.

Throughout the programme, you will gain a comprehensive understanding of key departments such as Paraplanning, Business Development, Compliance, Marketing and Technology.

The main objective is to equip you with the knowledge, skills, qualification and confidence needed to become a successful Private Wealth Adviser within an 18-month period. The key qualification that you will complete is the CISI Level 4 Investment Advice Diploma, qualifying you to give financial advice both in the UK and in many international jurisdictions.

Upon completion of the Graduate programme, you would then be assessed on week-long intensive Adviser Course. Subject to passing this, the first 12 months will be spent as a Private Wealth Adviser in London before exploring opportunities in our overseas offices.

The Private Wealth Adviser role at Skybound Wealth Management is incredibly entrepreneurial, with uncapped financial progression. On target earnings for many of our top performers in this role would be in excess of £200,000 per year (inclusive of salary, bonus, commission).

Key Graduate Rotations

Paraplanning & Administration

  • Preparing suitability reports aligning client recommendations with their financial goals and risk tolerance
  • Scheduling client review meetings, preparing agendas, and compiling relevant documentation
  • Conducting technical research for existing arrangement reviews
  • Assisting in evaluating client risk profiles and recommending suitable investment strategies
  • Maintaining core systems in line with company policy and procedures, ensuring tasks are being completed accurately

Business Development

  • Prospecting high-net-worth expat clients globally, identifying needs and introducing them to the Skybound Wealth proposition
  • Guiding clients through their advisory journey, building long-term relationships and facilitating wealth management goals
  • Using LinkedIn, business directories, and other sources for mapping the corporate landscape and identifying potential clients
  • Collaborating with Marketing for developing campaigns generating interest in Skybound Wealth Management’s services
  • Gaining exposure to digital marketing, personal branding, AI and similar skills

    • Compliance

  • Monitoring compliance, focusing on client onboarding (KYC, AML, CDD)
  • Training on systems with Plume and Salesforce for client file reviews and monitoring
  • Completing practical tasks including file testing, updating registers, drafting monitoring findings, and conducting thematic reviews
  • Shadowing compliance officers across different jurisdictions for understanding global regulatory differences
  • Developing skills in risk-based monitoring, regulatory research, report writing, and presenting recommendations

    • Marketing

  • Assisting with executing campaigns (email marketing, social media, events, etc.)
  • Supporting development of targeting and segmentation strategies for LinkedIn, Google Ads, and email campaigns
  • Helping map and optimise customer engagement flows, including lead journeys and automated communications
  • Conducting market and competitor research for campaign messaging
  • Identifying potential partners and introducers, reaching out and onboarding new relationships

    • Technology and Operations

  • Shadowing Product Leads and contributing to digital product development, user interface research, and adviser tool onboarding
  • Learning the technology development cycle (backlog grooming, sprint planning, QA feedback)
  • Receiving training in advanced search tools (e.g., LinkedIn filters, proprietary methods) for business development
  • Supporting Operations projects, including data digitalisation, reconciliation, and system reporting
  • Developing practical skills in Salesforce dashboards, KPIs, and pipeline management

    • Desired Skills and Experience :

  • A bachelor’s degree in a relevant subject (minimum 2-1 degree)
  • A passion for the wealth management and financial advisory industry
  • A strong desire to assist individuals in managing their finances effectively
  • Excellent interpersonal skills, including communication, networking, and problem-solving
  • A willingness to travel across Europe as required
  • A proactive approach to staying informed on market trends and financial news

    • What You’ll Gain :

  • Competitive Salary : Starting at £30,000 per annum, increasing to £35,000 upon completion of the Level 4 Investment Advice Diploma exams.
  • Sponsorship through the Level 4 Investment Advice Diploma : Financial sponsorship and study support provided by the company to complete these exams, one every 6 months
  • Comprehensive Training : Weekly workshops covering financial products, specialist training, and case studies to support your development
  • Mentorship : Ongoing guidance and mentorship from an experienced Private Wealth Adviser at Skybound Wealth
  • Career Progression : A clear and structured development path with key milestones set annually
  • Global Opportunities : Future opportunities across our offices across Europe, the Middle East and Asia

    • We offer a unique opportunity for motivated individuals who are passionate about wealth management and financial advice. We are dedicated to developing the leaders of tomorrow by providing exceptional training, mentorship, and opportunities for global career growth.

    Skybound Wealth Management is committed to fostering a diverse and inclusive workplace. We are welcoming applications from all qualified candidates regardless of background.

    Interviews will begin in November 2025, in preparation for a start date for this role of August 2026.

    Please note that we are unfortunately unable to offer visa sponsorship in the UK at this time.

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