At a Glance
- Tasks: Support Senior Client Advisors with business development and client servicing activities.
- Company: Leading Multi-Family Office in London with a focus on innovation.
- Benefits: Entry-level role with opportunities for growth and skill development.
- Other info: Ideal for those looking to kickstart their career in wealth management.
- Why this job: Join a dynamic team and make an impact in the financial services sector.
- Qualifications: 1-3 years' experience in finance or related fields, strong analytical skills.
The predicted salary is between 30000 - 40000 £ per year.
We are partnering with a leading Multi-Family Office in London to recruit an Analyst to support the Senior Client Advisors across a broad range of business development, client servicing, and operational activities. This is an entry-level role, ideally suited to a candidate with 1–3 years' experience in private banking, investment management, or a related financial services environment.
Role Responsibilities
- Support the preparation of proposals, pitchbooks, client presentations, and other business development materials.
- Manage and maintain the firm's CRM, ensuring accurate data, and effective use of AI-driven insights and automation.
- Assist with the production of client and investment communications, presentations, and reporting.
- Provide business management and administrative support to the Client Team, helping to coordinate projects, reporting, and internal processes.
Experience & Skills
- 1–3 years' relevant experience (or equivalent internship experience).
- Experience using CRM systems and familiarity with AI and automation tools to improve workflows and efficiency.
- Excellent analytical and problem-solving skills.
- High attention to detail and strong communication skills.
Applicants must have the right to work in the UK. Unfortunately, visa sponsorship is not available for this role.
Wealth Analyst - Multi Family Office in London employer: Edgworth Partners
Join a prestigious Multi-Family Office in London, where you will be part of a dynamic team that values collaboration and innovation. With a strong focus on employee development, we offer comprehensive training and growth opportunities, ensuring you can advance your career in the financial services sector. Our inclusive work culture promotes a healthy work-life balance, making it an ideal environment for aspiring Wealth Analysts seeking meaningful and rewarding employment.
