Skybound Wealth Management

At Skybound Wealth, we’ve spent over two decades helping expats and international clients achieve financial security wherever life takes them. Our tailored services include wealth management, investment strategies, pension solutions, savings plans, tax planning, and insurance, designed to fit your unique goals and global lifestyle. We are proud to have been recognized for our excellence in client service, winning awards such as 'Company of the Year' and accolades for 'Excellence in Client Service.' These awards reflect our dedication to providing high-quality, client-centered advice. These awards are a testament to our commitment to delivering top-quality, client-focused financial advice. They highlight our dedication to maintaining the highest standards and reaffirm why so many clients trust us with their financial futures. Our experienced advisers provide clear, practical guidance on investments, pensions, savings, and more. We know wealth is about more than money, it’s about your aspirations, your family, and your future. We put our clients first, celebrating your success and providing transparent, effective strategies that grow and adapt alongside you. Whether you’re planning for a major life event, growing your portfolio, or protecting your loved ones, we’re here to help. Join the clients who trust Skybound Wealth to secure their futures and achieve their financial goals.

Global

Banking & Financial Services

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Graduate Associate - Wealth Management

Skybound Wealth Management

London, UK

This 18-month London-based graduate rotation program delivers 360-degree exposure across Paraplanning, Business Development, Compliance, Marketing, and Technology to fully sponsor and train candidates into certified international Private Wealth Advisers via the CISI Level 4 Investment Advice Diploma.About UsSkybound 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 roleWe 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 RotationsParaplanning & AdministrationPreparing suitability reports aligning client recommendations with their financial goals and risk toleranceScheduling client review meetings, preparing agendas, and compiling relevant documentationConducting technical research for existing arrangement reviewsAssisting in evaluating client risk profiles and recommending suitable investment strategiesMaintaining core systems in line with company policy and procedures, ensuring tasks are being completed accuratelyBusiness DevelopmentProspecting high-net-worth expat clients globally, identifying needs and introducing them to the Skybound Wealth propositionGuiding clients through their advisory journey, building long-term relationships and facilitating wealth management goalsUsing LinkedIn, business directories, and other sources for mapping the corporate landscape and identifying potential clientsCollaborating with Marketing for developing campaigns generating interest in Skybound Wealth Management’s servicesGaining exposure to digital marketing, personal branding, AI and similar skillsComplianceMonitoring compliance, focusing on client onboarding (KYC, AML, CDD)Training on systems with Plume and Salesforce for client file reviews and monitoringCompleting practical tasks including file testing, updating registers, drafting monitoring findings, and conducting thematic reviewsShadowing compliance officers across different jurisdictions for understanding global regulatory differencesDeveloping skills in risk-based monitoring, regulatory research, report writing, and presenting recommendationsMarketingAssisting with executing campaigns (email marketing, social media, events, etc.)Supporting development of targeting and segmentation strategies for LinkedIn, Google Ads, and email campaignsHelping map and optimise customer engagement flows, including lead journeys and automated communicationsConducting market and competitor research for campaign messagingIdentifying potential partners and introducers, reaching out and onboarding new relationshipsTechnology and OperationsShadowing Product Leads and contributing to digital product development, user interface research, and adviser tool onboardingLearning the technology development cycle (backlog grooming, sprint planning, QA feedback)Receiving training in advanced search tools (e.g., LinkedIn filters, proprietary methods) for business developmentSupporting Operations projects, including data digitalisation, reconciliation, and system reportingDeveloping practical skills in Salesforce dashboards, KPIs, and pipeline managementDesired Skills and Experience:A bachelor’s degree in a relevant subject (minimum 2-1 degree)A passion for the wealth management and financial advisory industryA strong desire to assist individuals in managing their finances effectivelyExcellent interpersonal skills, including communication, networking, and problem-solvingA willingness to travel across Europe as requiredA proactive approach to staying informed on market trends and financial newsWhat 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 monthsComprehensive Training: Weekly workshops covering financial products, specialist training, and case studies to support your developmentMentorship: Ongoing guidance and mentorship from an experienced Private Wealth Adviser at Skybound WealthCareer Progression: A clear and structured development path with key milestones set annuallyGlobal Opportunities: Future opportunities across our offices across Europe, the Middle East and AsiaWe 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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