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- Tasks: Support wealth managers in providing top-notch financial advice and client service.
- Company: Dynamic financial institution offering flexible working options.
- Benefits: Professional training, competitive salary, and opportunities for career growth.
- Why this job: Make a real impact in wealth management while developing your skills.
- Qualifications: CISI Level 4 qualification and strong analytical skills required.
- Other info: Join a collaborative team and thrive 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.
Join us as a Wealth Analyst. 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.
What you’ll do:
- Demonstrate a fundamental commitment to our business principles through outstanding client service, professionalism and risk management.
- Proactively assist a Wealth Manager to manage the growth, profitability and business mix of their portfolio.
- Ensure the timely completion of clients’ wealth management and financial planning requirements by completing all necessary advice documentation.
- Prepare profiles, meeting notes, valuations, quotations, marketing and application materials.
- Undertake proactive telephone calls and mailings in respect of ongoing product service and marketing matters.
- Identify opportunities which fall outside the scope of authorisation and refer clients to suitable subject matter experts across the bank.
- Take responsibility for your own diary management and client documentation and administration, as well as providing this support for the Wealth Manager.
- Keep up-to-date with financial markets and macroeconomic news, to effectively communicate to colleagues and clients.
The skills you’ll need:
- An analytical and lateral thinker with technical knowledge of investment and financial planning products.
- 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 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! Get out there and connect with people in the wealth management industry. Attend events, join online forums, or even hit up LinkedIn to find folks who can give you the inside scoop on job openings.
✨Tip Number 2
Practice your pitch! You never know when you'll bump into someone who could help you land that Wealth Analyst role. Have a quick summary of your skills and experience ready to go, so you can impress them on the spot.
✨Tip Number 3
Follow up after interviews! A simple thank-you email can go a long way. It shows you're genuinely interested in the position and helps keep you top of mind for the hiring team.
✨Tip Number 4
Apply through our website! We’ve got loads of opportunities waiting for you. Plus, applying directly can sometimes give you an edge over other candidates. Don’t miss out!
We think you need these skills to ace Wealth Analyst
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 showcase your passion for wealth management and how your CISI Level 4 qualification makes you a perfect fit. Let us know why you’re excited about joining StudySmarter!
Showcase Your Interpersonal Skills: Since building relationships is key in this role, make sure to highlight your interpersonal skills in your application. Share examples of how you've successfully managed client relationships or worked collaboratively with teams.
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It’s the best way for us to receive your application and keep track of it. Plus, it shows you’re keen on joining our awesome 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. Familiarise yourself with the latest market trends and macroeconomic news, as this will help you demonstrate your analytical skills and show that you're proactive about staying informed.
✨Showcase Your Interpersonal Skills
Since building strong relationships with clients is key for a Wealth Analyst, practice articulating how you've successfully managed client relationships in the past. Think of specific examples where your communication and interpersonal skills made a difference.
✨Demonstrate Your Technical Expertise
Be prepared to discuss your CISI Level 4 qualification and how it applies to the role. Highlight your experience with risk analysis, asset allocation, and client profiling, and be ready to explain how these skills can benefit the wealth managers you'll be supporting.
✨Time Management is Key
As you'll be managing your own diary and client documentation, it's crucial to showcase your time management skills. Prepare to discuss how you prioritise tasks and ensure timely completion of projects, as this will reflect your ability to handle the responsibilities of the role effectively.
