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For Companies At a Glance
- Tasks: Join a dynamic team to analyse and present pricing for wealth management services.
- Company: Be part of a fast-growing global bank leading the market in private banking.
- Benefits: Enjoy competitive pay, potential remote work options, and a vibrant corporate culture.
- Why this job: This role offers a chance to shape pricing strategies and collaborate with diverse teams globally.
- Qualifications: Seeking candidates with strong data analysis skills and experience in finance or consultancy.
- Other info: This is a unique opportunity to be the first hire in a new team.
The predicted salary is between 48000 - 72000 £ per year.
This role presents a unique opportunity as the first hire in a new shape team to provide consultative and analytical pricing for the different services provided by this fast growing and market leading brand.
Global bank and scope, the Analyst will work with Private Bankers, Investment Advisers, Investment Specialists, Distribution teams, Operations, Legal and more on a global scale, providing and presenting comprehensive pricing for the different services offered. The Analyst role is end to end and will own the entirety of the pricing journey as well supporting teams with new proposition development.
Experience
- We’re looking for someone highly commercial and confident in presenting to senior stakeholders across the business with a strong skillset in data and financial analysis.
- At least a few years related experience absolutely required and ideally from a Private Banking, Investment Management, Wealth or Consultancy background but broader areas considered for the right person and skillset.
- Excellent communication and presentation skills.
- Proven experience in financial analysis, data analysis, financial modelling and translating complex data.
Investment Services Pricing, Private Banking & Wealth employer: Jigsaw Financial
Contact Detail:
Jigsaw Financial Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Investment Services Pricing, Private Banking & Wealth
✨Tip Number 1
Familiarise yourself with the latest trends in private banking and wealth management. Understanding the current market dynamics will not only help you in interviews but also demonstrate your genuine interest in the field.
✨Tip Number 2
Network with professionals already working in investment services or related fields. Attend industry events or webinars to connect with potential colleagues and learn more about the role and its expectations.
✨Tip Number 3
Brush up on your financial modelling and data analysis skills. Being able to showcase your proficiency in these areas during discussions can set you apart from other candidates.
✨Tip Number 4
Prepare to discuss real-world examples of how you've successfully presented complex data to senior stakeholders. This will highlight your communication skills and ability to influence decision-making.
We think you need these skills to ace Investment Services Pricing, Private Banking & Wealth
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial analysis, data analysis, and any roles related to Private Banking or Wealth Management. Use specific examples that demonstrate your skills in presenting to senior stakeholders.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Discuss how your background aligns with the job requirements, particularly your experience in consultative pricing and analytical roles.
Showcase Your Analytical Skills: Provide concrete examples of your experience with financial modelling and data analysis. Mention any tools or software you are proficient in that are relevant to the role, as this will strengthen your application.
Prepare for Interviews: If selected for an interview, be ready to discuss your previous experiences in detail. Prepare to present case studies or examples of how you've successfully managed pricing strategies or worked with cross-functional teams.
How to prepare for a job interview at Jigsaw Financial
✨Know Your Numbers
As an Investment Services Pricing Analyst, you'll need to demonstrate your financial analysis skills. Brush up on key financial metrics and be prepared to discuss how you would approach pricing strategies based on data.
✨Showcase Your Presentation Skills
Since the role involves presenting to senior stakeholders, practice articulating complex data in a clear and engaging manner. Use examples from your past experiences where you've successfully communicated financial insights.
✨Understand the Market Landscape
Familiarise yourself with current trends in private banking and wealth management. Being able to discuss how these trends impact pricing strategies will show your commercial awareness and understanding of the industry.
✨Prepare for Scenario Questions
Expect questions that assess your problem-solving abilities. Prepare for scenarios where you might need to analyse data and make pricing recommendations. Think through your thought process and be ready to explain it clearly.
