Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Build strong client relationships and support wealth managers with financial advice.
- Company: Dynamic financial institution offering flexible working options.
- Benefits: Professional training, competitive salary, and hybrid working arrangements.
- Why this job: Gain hands-on experience in wealth management and develop your analytical skills.
- Qualifications: CISI Level 4 qualification and strong analytical thinking required.
- Other info: Opportunity for career growth in a supportive environment.
The predicted salary is between 36000 - 60000 £ per year.
Our people work differently depending on their jobs and needs. From hybrid working to flexible hours, we have plenty of options that help our people to thrive. This role is based in the United Kingdom and as such all normal working days must be carried out in the United Kingdom.
Responsibilities
- 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.
- 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.
- You’ll be ensuring the timely completion of clients’ wealth management and financial planning requirements by completing all necessary advice documentation.
- 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.
Qualifications
- 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.
- Good commercial acumen.
- A background of acting as a representative in the market place and building 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.
Wealth Analyst in Birmingham employer: Coutts
Contact Detail:
Coutts Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Wealth Analyst in Birmingham
✨Tip Number 1
Network like a pro! Reach out to people in the industry, attend events, and connect on LinkedIn. Building relationships can open doors that applications alone can't.
✨Tip Number 2
Prepare for interviews by researching the company and its values. Show us you understand their approach to wealth management and how you can contribute to their success.
✨Tip Number 3
Practice your pitch! Be ready to articulate your skills and experiences clearly. We want to hear how your CISI Level 4 qualification and analytical skills make you the perfect fit for the Wealth Analyst role.
✨Tip Number 4
Don’t forget to follow up after interviews! A quick thank-you email can leave a lasting impression and show your enthusiasm for the role. Plus, it keeps you on their radar!
We think you need these skills to ace Wealth Analyst in Birmingham
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Wealth Analyst role. Highlight your analytical skills, technical knowledge of investment products, and any relevant experience that showcases your ability to build strong client relationships.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about wealth management and how your background aligns with our business principles. Don’t forget to mention your CISI Level 4 qualification!
Showcase Your Skills: In your application, be sure to highlight your time management and prioritisation skills. We want to see how you can effectively manage your diary and client documentation while supporting a Wealth Manager.
Apply Through Our Website: We encourage you to apply through our website for the best chance of success. It’s the easiest way for us to keep track of your application and ensure it gets the attention it deserves!
How to prepare for a job interview at Coutts
✨Know Your Stuff
Make sure you brush up on your knowledge of investment and financial planning products. Be ready to discuss your CISI Level 4 qualification and how it applies to the role. This shows that you're not just qualified, but also genuinely interested in the field.
✨Build Rapport
Since this role involves building strong relationships with clients, practice your interpersonal skills. Think of examples from your past experiences where you've successfully built relationships or resolved conflicts. This will demonstrate your ability to connect with clients effectively.
✨Stay Updated
Keep yourself informed about the latest financial markets and macroeconomic news. During the interview, you might be asked about current trends or events, so being knowledgeable will help you stand out as a candidate who is proactive and engaged.
✨Showcase Your Organisation Skills
Time management and prioritisation are key for this role. Prepare to discuss how you manage your diary and client documentation. You could even share a specific example of a time when your organisational skills led to a successful outcome.
