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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 Manchester employer: Coutts
Contact Detail:
Coutts Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Wealth Analyst in Manchester
✨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. Building relationships can open doors that applications alone can't.
✨Tip Number 2
Prepare for interviews by researching the company and its values. Understand their approach to wealth management and think about how your skills align with their needs. We want you to show them you’re not just another candidate, but the right fit for their team!
✨Tip Number 3
Practice your pitch! Be ready to articulate your experience and how it relates to the role of a Wealth Analyst. We suggest rehearsing common interview questions and preparing examples that highlight your analytical skills and client relationship management.
✨Tip Number 4
Don’t forget to follow up after interviews! A quick thank-you email can leave a lasting impression. It shows your enthusiasm for the role and keeps you fresh in their minds. Plus, it’s a great opportunity to reiterate why you’d be a fantastic addition to their team.
We think you need these skills to ace Wealth Analyst in Manchester
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 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 skills align with our business principles. Let us know what makes you the perfect fit for this role.
Showcase Your Interpersonal Skills: Since building strong relationships is key in this role, make sure to mention any experiences where you've successfully interacted with clients or colleagues. We love seeing examples of great communication and teamwork!
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 Wealth Analyst position. 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 how you can articulate complex issues clearly.
✨Demonstrate Your Analytical Thinking
Be ready 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 decision-making strategies.
✨Time Management is Key
As you'll be managing your own diary and client documentation, it's important to showcase your time management skills. Prepare to discuss how you prioritise tasks and ensure timely completion of projects, as this will demonstrate your ability to handle the responsibilities of the role.
