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For Companies At a Glance
- Tasks: Support clients' investment needs with research, analysis, and outstanding service.
- Company: Join a dynamic team focused on client relationships and investment success.
- Benefits: Professional training and development to boost your career.
- Why this job: Make a real impact in the world of finance while building your expertise.
- Qualifications: CISI Level 4 or equivalent, strong analytical and communication skills.
- Other info: Flexible, driven environment with a focus on teamwork and growth.
The predicted salary is between 28800 - 48000 £ per year.
Overview
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. Join us as a Wealth Analyst.
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.
- And, 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 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
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Wealth Analyst employer: Coutts
Contact Detail:
Coutts Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Wealth Analyst
✨Tip Number 1
Network like a pro! Reach out to professionals in the wealth management sector on LinkedIn or at industry events. Building connections can lead to insider info about job openings and even referrals.
✨Tip Number 2
Prepare for interviews by practising common questions related to investment analysis and client service. We recommend doing mock interviews with friends or mentors to boost your confidence and refine your answers.
✨Tip Number 3
Showcase your analytical skills! Bring examples of your research and reports to interviews. This will demonstrate your technical knowledge and ability to deliver accurate, compliant documentation.
✨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 are genuinely interested in joining our team.
We think you need these skills to ace Wealth Analyst
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that match the Wealth Analyst role. Highlight your analytical skills, client service experience, and any relevant qualifications like the CISI Level 4 certificate.
Craft a Compelling Cover Letter: Use your cover letter to tell us why you’re passionate about wealth management. Share specific examples of how you've provided outstanding client service or conducted investment analysis in the past.
Showcase Your Technical Knowledge: Don’t forget to mention your understanding of investment and financial planning products. We want to see that you have the technical know-how to support our clients effectively.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at Coutts
✨Know Your Numbers
As a Wealth Analyst, you'll be dealing with investment data all the time. Brush up on your analytical skills and be ready to discuss specific financial products or market trends. Familiarise yourself with recent reports or case studies that showcase your understanding of investment analysis.
✨Client Service is Key
Since outstanding client service is crucial for this role, think of examples from your past experiences where you’ve gone above and beyond for a client. Be prepared to share these stories during the interview to demonstrate your commitment to client satisfaction.
✨Show Off Your Communication Skills
You’ll need to draft reports and briefs, so practice articulating complex financial concepts in simple terms. During the interview, focus on clear and concise communication, and don’t hesitate to ask clarifying questions if needed. This shows your engagement and willingness to understand.
✨Demonstrate Your Team Spirit
This role requires a team-focused approach, so be ready to discuss how you’ve collaborated with others in previous roles. Highlight any experiences where you contributed to a team project or supported colleagues, showcasing your flexibility and drive to achieve common goals.
