Wealth Analyst

Join us as a Wealth Analyst

Hone your interpersonal skills as you build and maintain strong relationships with stakeholders
You’ll be supporting wealth managers to provide quality wealth management advice to clients regarding wealth structuring, investments, offshore bonds, and protection
This is a remote-first role, which means time back and greater flexibility, along with the carbon benefits of cutting out the commute
What you'll do

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

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

You’ll also be:

Preparing profiles, meeting notes, valuations, quotations, marketing and application materials
Identifying opportunities which fall outside the scope of authorisation and referring clients to suitable subject matter experts across the bank
Taking responsibility for your own diary management and client documentation and administration, as well as providing this support for the Wealth Manager
Keeping up-to-date with financial markets and macroeconomic news, to effectively communicate to colleagues and clients
The skills you'll need

We’re looking for an analytical and lateral thinker with technical knowledge of investment and financial planning products. You’ll 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.

You’ll also demonstrate:

Good commercial acumen
A background of acting as a representative in the market place and build powerful relationships
The ability to clearly articulate issues and solutions, and be challenging in a constructive way
Excellent time management and prioritisation skills
Strong Excel and client database management skills

United Kingdom
England
Bristol Show on map Get directions