Job Description
Join us as a Wealth Analyst
Hone your interpersonal skills as you build and maintain strong relationships with our clients
You’ll be supporting wealth managers to provide quality wealth management advice to clients regarding wealth structuring, investments, offshore and onshore bonds, and protection
You'll have the opportunity to utilise your CISI Level 4 qualification as we’ll support you with professional training and development
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
Undertaking proactive telephone calls and mailings in respect of ongoing product service and marketing matters
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
Hone your interpersonal skills as you build and maintain strong relationships with our clients
You’ll be supporting wealth managers to provide quality wealth management advice to clients regarding wealth structuring, investments, offshore and onshore bonds, and protection
You'll have the opportunity to utilise your CISI Level 4 qualification as we’ll support you with professional training and development
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
Undertaking proactive telephone calls and mailings in respect of ongoing product service and marketing matters
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
💡 Quick Summary
Seeking a career-building opportunity? The Wealth Analyst position is now open for candidates interested in the Bank Jobs sector. This role in Edinburgh offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.
