Wealth Analyst-4

Join us as a Wealth Analyst

Hone your interpersonal skills as you build and maintain strong relationships with our Wealth ManagerYoull be supporting Wealth Managers to provide quality wealth management advice to clients regarding wealth structuring, investments, offshore and onshore bonds, and protectionIf you have a real customer focus, this is an excellent opportunity to grow your career

What you'll do

Well look to you to demonstrate a fundamental commitment to our business principles through outstanding client service, professionalism and risk management. Youll be proactively assisting a Wealth Manager to manage the growth, profitability and business mix of their portfolio.

And, youll be ensuring the timely completion of clients wealth management and financial planning requirements by completing all necessary advice documentation.

Youll also be:

Preparing profiles, meeting notes, valuations, quotations, marketing and application materialsIdentifying opportunities which fall outside the scope of authorisation and referring clients to suitable subject matter experts across the bankTaking responsibility for your own diary management and client documentation and administration, as well as providing this support for the Wealth ManagerKeeping up-to-date with financial markets and macroeconomic news, to effectively communicate to colleagues and clients

The skills you'll need

Were looking for an analytical and lateral thinker with technical knowledge of investment and financial planning products. Youll need technical advice skills, including expertise in detailed client profiling, risk analysis and asset allocation as well as holding a CISI Level 4 certificate or equivalent.

Youll also demonstrate:

Good commercial acumenA background of acting as a representative in the market place and build powerful relationshipsThe ability to clearly articulate issues and solutions, and be challenging in a constructive wayExcellent time management and prioritisation skillsStrong Excel and client database management skills