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 Eastleigh employer: Coutts
Contact Detail:
Coutts Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Wealth Analyst in Eastleigh
✨Tip Number 1
Network like a pro! Get out there and connect with people in the wealth management industry. Attend events, join online forums, and don’t be shy about reaching out on LinkedIn. We all know that sometimes it’s not just what you know, but who you know!
✨Tip Number 2
Practice your pitch! You never know when you’ll get a chance to impress someone. Prepare a short, snappy introduction about yourself and your skills as a Wealth Analyst. We want you to sound confident and ready to take on the world!
✨Tip Number 3
Stay updated on market trends! Make sure you’re clued up on the latest financial news and investment strategies. This will not only help you in interviews but also show potential employers that you’re genuinely interested in the field. We love candidates who are passionate!
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets noticed. Plus, we’ve got loads of resources to help you prepare for interviews and ace them. Let’s get you that Wealth Analyst role together!
We think you need these skills to ace Wealth Analyst in Eastleigh
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Wealth Analyst role. Highlight your analytical skills, client relationship experience, and any relevant qualifications like your CISI Level 4. We want to see how you fit into our world!
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 skills align with our business principles. Let us know what makes you tick!
Showcase Your Interpersonal Skills: Since building relationships is key in this role, make sure to mention any experiences where you've successfully interacted with clients or colleagues. We love seeing how you connect with others!
Apply Through Our Website: Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for the role. We can’t wait to hear from you!
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. Familiarise yourself with the latest trends in financial markets and macroeconomic news, as this will help you engage in meaningful conversations during the interview.
✨Showcase Your Interpersonal Skills
Since building strong relationships with clients is key for a Wealth Analyst, be prepared to share examples of how you've successfully managed client relationships in the past. Highlight your communication skills and your ability to articulate complex issues clearly.
✨Demonstrate Your Analytical Thinking
Prepare to discuss your analytical and lateral thinking abilities. You might be asked to solve a hypothetical problem or case study, so practice articulating your thought process and how you approach risk analysis and asset allocation.
✨Time Management is Key
As you'll be managing your own diary and client documentation, be ready to talk about how you prioritise tasks and manage your time effectively. Share specific strategies you use to stay organised and ensure timely completion of projects.
