Trainee Investment Manager
As a Trainee Investment Manager, my primary role is to assist our Investment Managers in both processing new clients and managing existing clients’ accounts. I work closely with the rest of the team to make sure intermediaries and, ultimately, their clients receive a first-class service every day.
Ben has a Master’s degree in Mechanical Engineering, obtained from Ulster University. He holds the CISI Investment Advice Diploma (IAD) and is currently working toward the Level 7 Chartered Wealth Manager qualification.
Joining the team in Belfast in 2016, Ben began working with us after previously spending 5 years as a Project Engineer in Northern Ireland, England and Belgium.
Outside of work, Ben enjoys spending time with family and friends. He is a keen cook and hiker and loves to travel. He also plays several sports including tennis and golf.