Client Servicing Trainee

Company Overview

Nedgroup Investments is a global asset management firm with offices in London, South Africa and the Isle of Man. Nedgroup Investments currently has USD$25 billion in assets under management.

The growth of Nedgroup Investments over the past 20+ years has been driven by our client-centric investment-led approach, which ensures that we understand the needs and preferences of our clients and deliver solutions that meet their expectations. The business continues to grow in response to client needs and this evolution has led to the acceleration of presence in Europe and the launch of in-house investment boutiques, the first of which was Palomar Fixed Income, launched in 2023.

The boutique advantage

At Nedgroup Investments we believe everyone should benefit from the difference that the best boutiques bring. As an investment-led business, we are dedicated to finding exceptional fund managers and providing the right conditions for them to perform. We foster long-term relationships to enable managers and teams to flourish over the long-term offering our clients more choice, better access and alignment with their investments.

Deeply embedded culture

Nedgroup Investments has, over decades, fostered a deeply embedded culture based on a ‘founder’s mentality’, where employees are intrinsically invested in the growth of the organisation and act as owners, not just managers. We believe that this culture enables us to attract and retain talented and passionate people, who are committed to delivering superior performance and service to our clients.

It is the reflection of these values and this cultural fit that we look for in all in our employee and our partner relationships.

To be successful, we foster a diverse, connected, collaborative culture that encourages different ways of thinking and differentiated insights. We embrace innovation to address increasingly complex investment challenges. We realize that it's our people who give us a competitive advantage and drive success in the market, so investing in the next generation of professionals is our priority. We want to empower you which is why we offer training, and a culture of mentorship and mobility, so you can cultivate the tools you need to build your career. If you're passionate, driven and ready to develop new ideas, we want to help you challenge your limits.

History and governance

Nedgroup Investments is a wholly owned subsidiary of Nedbank, one of South Africa’s largest and longest standing banking groups. Nedbank’s history traces back to the early 19th century with the establishment of the Cape of Good Hope Bank in 1831.

Programme information

This will be a great opportunity to start your career and learn about client servicing and new business development within the investment management industry.

You will join as a trainee as part of the Investment20/20 programme. As a trainee, you will be introduced to investment management and you will gain industry knowledge, experience and develop relationships to progress your career. As part of the Investment20/20 programme, you will have opportunities to meet and network with over 300 trainees across the industry and participate in socials and insight events for the first 12 months of your employment.

Nedgroup Investments offers all employees a generous, industry benchmarked employment package. A key strategic focus for the business is to provide a Great Place to Work and our employment practices are designed to support this initiative. There will be the opportunity to study towards a professional qualification.

The package will include:

• This is 1 year /permanent contract paying an annual salary of £30,000.

• 25 days holiday per annum (increasing to 30 days)

• 10% non-contributory pension

• Plus normal company benefits

The Team

As part of the Nedgroup Investments Commercial Team, the role of the Client Servicing Trainee is to support the investment distribution efforts, providing critical support to the Commercial Team across, sales, product, marketing and client experience to grow our assets through client retention and identifying new business opportunities in the UK, Ireland, Germany and Switzerland.

The Commercial Team work closely with a variety of other teams across the business, including portfolio managers, legal, compliance, and operations, amongst others. The team of 6 are based in London.

The job holder will work alongside the Commercial Team, initially taking on entry level tasks whilst being mentored, trained, and developed, with the aim of building a strong foundation of knowledge relating to the various functions within investment distribution.

Responsibilities include, but not exclusively:

• Working with the Commercial Team to assist with day-to-day client queries and collaborating with internal teams to successfully address them. (Teams include product management, product strategy, performance, marketing, legal & compliance, operations teams and others).

• Preparation of data and presentations for client meetings and events.

• Assisting with projects including data gathering, performance reporting, and market intelligence.

• Providing administrative support in producing the team’s weekly and monthly reports.

• Ensuring that Client Relationship Management (CRM) database system (Salesforce) is regularly maintained and kept updated.

• Enhance and maintain the integrity of our CRM tool, whilst building expertise to generate leads to pass on to the sales team.

• Provide support to the Commercial Team in securing, maintaining and enhancing client relationships and helping to enable them to progress their pipeline opportunities.

• Assist in increasing our corporate footprint on LinkedIn and grow our followers.

• Support organisation and preparation of client events.

• Assist in improving task efficiency by using AI.

Qualifications

If you are an enthusiastic graduate, or non-graduate with some experience, who has an interest in working within financial services and has the following attributes, we would like to hear from you:

Knowledge, Experience & Abilities

• No industry experience required as full training will be provided for the trainee role, however some industry experience would be preferable.

• A good communicator, both oral and written.

• Excellent organisational skills and ability to work to deadlines.

• Excellent soft skills and professionalism.

• Good working knowledge of Microsoft Office products including Word, Excel and Outlook.

• A willingness to learn and embrace AI to enhance productivity.

• Experience of working with SalesForce is preferable but not required.

Personal Qualities

• Enjoy working as part of a small team.

• Team player, but also able to work effectively alone.

• Ability to deal with people in an approachable and professional manner, both within the organisation and also with external customers.

• Inquisitive and willing to learn data, interpreting information and problem-solving skills.

• An ability to prioritise and manage workload effectively

• A proactive self-starter with a ‘can do’ attitude.

• A strong desire to learn and genuine interest in the financial services industry.

• Someone who demonstrates initiative and is willing to take a hands-on approach to tasks and contribute at all levels.

To apply, please save your CV and short personal statement along with your answers to the questions* posed below in 250-300 words each as a single PDF and send with Client Servicing Trainee in the subject line.

*Assessment Questions:

• Why are you applying to us for this trainee programme?

• What evidence can you give us that you are someone with exceptional levels of personal drive and determination?

• Provide an example of how you might use AI to enhance productivity within a team.

• Tell us about the most interesting project or piece of work you have completed as part of your studies at either school or college. What did you have to do and what interested you most about it?

PLEASE NOTE: 

The purpose of these questions is to give applicants an opportunity share their personal experiences and thought processes with the hiring manager. Your application will not be considered if you do not answer the questions

We know that AI is an increasingly useful tool and we’re happy for you to use it to research and help form an answer, but you should not submit wholly AI generated answers – this will be checked.

Applicants must have the right to work in the UK.

**Please note that we recruit on a rolling basis so you are advised to apply early.

Start date: ASAP

Successful candidates will be asked to come in for an interview and to meet face to face with some of the people you will be working with.

Unsuccessful candidates will be notified by email.