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- Tasks: Support wealth managers by building client relationships and managing documentation.
- Company: Dynamic financial services firm based in Edinburgh.
- Benefits: Professional training, hybrid working, and opportunities for career growth.
- Why this job: Join a team that values quality advice and client satisfaction.
- Qualifications: CISI Level 4 certificate and strong analytical skills required.
- Other info: Exciting role with a focus on financial markets and client engagement.
The predicted salary is between 28800 - 48000 £ per year.
A financial services firm in Edinburgh is seeking a Wealth Analyst to support wealth managers in delivering quality advice to clients. The role involves building strong client relationships, managing documentation, and keeping abreast of financial markets.
Ideal candidates will have:
- A CISI Level 4 certificate
- Strong analytical and technical skills
- The ability to communicate effectively
This position offers opportunities for professional training and development in a hybrid working environment.
Wealth Analyst - Client-Focused Investment Support employer: Coutts
Contact Detail:
Coutts Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Wealth Analyst - Client-Focused Investment Support
✨Tip Number 1
Network like a pro! Reach out to current or former employees in the financial services sector, especially those who have worked as Wealth Analysts. They can provide insider tips and might even refer you directly to hiring managers.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of financial markets. We recommend staying updated with the latest trends and news, so you can impress interviewers with your insights and show that you're genuinely interested in the role.
✨Tip Number 3
Practice your communication skills! Since this role involves building client relationships, we suggest doing mock interviews with friends or family. Focus on explaining complex financial concepts in simple terms to demonstrate your ability to communicate effectively.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we often have exclusive opportunities listed there that you won’t find anywhere else.
We think you need these skills to ace Wealth Analyst - Client-Focused Investment Support
Some tips for your application 🫡
Show Off Your Skills: Make sure to highlight your analytical and technical skills in your application. We want to see how you can bring value to our team and support wealth managers in delivering top-notch advice to clients.
Tailor Your Application: Don’t just send a generic application! Take the time to tailor your CV and cover letter to the Wealth Analyst role. Mention your CISI Level 4 certificate and any relevant experience that showcases your ability to build strong client relationships.
Keep It Professional Yet Personal: While we love a professional tone, don’t be afraid to let your personality shine through. We’re looking for someone who can communicate effectively, so show us how you’d connect with clients in your written application.
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’re considered for this exciting opportunity in our hybrid working environment!
How to prepare for a job interview at Coutts
✨Know Your Financial Markets
Make sure you’re up to date with the latest trends and news in financial markets. This will not only help you answer questions confidently but also show your genuine interest in the role and the industry.
✨Showcase Your Analytical Skills
Prepare examples of how you've used your analytical skills in previous roles. Be ready to discuss specific situations where your technical expertise made a difference, as this is crucial for a Wealth Analyst.
✨Build Rapport with Interviewers
Since the role involves client relationships, practice building rapport during your interview. Use active listening, maintain eye contact, and engage with your interviewers to demonstrate your communication skills.
✨Highlight Your CISI Level 4 Knowledge
If you have a CISI Level 4 certificate, be prepared to discuss what you learned and how it applies to the role. This shows that you have the foundational knowledge needed to support wealth managers effectively.
