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- 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 Leeds employer: Coutts
Contact Detail:
Coutts Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Wealth Analyst in Leeds
✨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 them you’re not just another candidate; you’re genuinely interested in their mission and how you can contribute.
✨Tip Number 3
Practice your pitch! Be ready to explain how your skills and experiences make you the perfect fit for the Wealth Analyst role. Confidence is key, so rehearse until it feels natural.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take that extra step.
We think you need these skills to ace Wealth Analyst in Leeds
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, and any relevant experience in wealth management. We want to see how you can bring value to our team!
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. Let us know what makes you the perfect fit for this role.
Showcase Your Qualifications: Don’t forget to mention your CISI Level 4 qualification or any equivalent certifications. We’re keen on seeing how your qualifications can contribute to our team's success, so make them stand out!
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It’s the best way for us to receive your application and keep track of it. Plus, it shows you’re serious about joining our team!
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 understanding of wealth structuring, offshore and onshore bonds, and risk analysis. This will show that you're not just a candidate with a CISI Level 4 qualification, but someone who can genuinely contribute to the team.
✨Showcase Your Interpersonal Skills
Since building strong relationships with clients is key, think of examples from your past experiences where you've successfully managed client interactions. Prepare to share how you’ve maintained professionalism and provided outstanding service, as this will resonate well with the interviewers.
✨Demonstrate Your Analytical Thinking
Be prepared to tackle some scenario-based questions that test your analytical and lateral thinking skills. Think about how you would approach client profiling or asset allocation in different situations. This will help you stand out as a candidate who can think critically under pressure.
✨Stay Updated on Financial Markets
Keep yourself informed about the latest financial news and macroeconomic trends. During the interview, reference current events and how they might impact wealth management. This shows that you’re proactive and engaged with the industry, which is crucial for a Wealth Analyst role.
