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- Tasks: Support wealth managers in providing top-notch financial advice and client service.
- Company: Join a leading financial institution focused on client relationships and professional growth.
- Benefits: Professional training, competitive salary, and opportunities for career advancement.
- Why this job: Make a real impact in clients' financial journeys while developing your skills.
- Qualifications: CISI Level 4 qualification and strong analytical skills required.
- Other info: Dynamic work environment with excellent networking opportunities.
The predicted salary is between 36000 - 60000 £ per year.
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 will 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 in Guildford employer: NatWest Group
Contact Detail:
NatWest Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Wealth Analyst in Guildford
✨Tip Number 1
Network like a pro! Get out there and connect with industry professionals on LinkedIn or at local events. Building relationships can open doors to opportunities that aren’t even advertised.
✨Tip Number 2
Prepare for interviews by researching the company and its values. We want you to show how your skills align with their mission, especially in wealth management. Tailor your responses to highlight your analytical skills and client service experience.
✨Tip Number 3
Practice makes perfect! Conduct mock interviews with friends or mentors to refine your answers. Focus on articulating your thought process clearly, especially when discussing financial products and client strategies.
✨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 proactive about their job search.
We think you need these skills to ace Wealth Analyst in Guildford
Some tips for your application 🫡
Show Off Your Skills: Make sure to highlight your CISI Level 4 qualification and any relevant experience in wealth management. We want to see how your skills align with the role, so don’t hold back!
Tailor Your Application: Take a moment to customise your application for the Wealth Analyst position. Use keywords from the job description to show us you understand what we’re looking for and how you fit in.
Be Professional Yet Personable: While we love professionalism, we also appreciate a bit of personality! Let your unique voice shine through in your application, especially when discussing your interpersonal skills.
Apply Through Our Website: Don’t forget to submit your application through our website! It’s the best way for us to receive your details and ensures you’re considered for the role. We can’t wait to hear from you!
How to prepare for a job interview at NatWest Group
✨Know Your Stuff
Make sure you brush up on your knowledge of wealth management products and services. Familiarise yourself with investment strategies, offshore and onshore bonds, and the latest market trends. This will not only help you answer questions confidently but also show your genuine interest in the role.
✨Showcase Your Interpersonal Skills
Since building strong relationships with clients is key, prepare examples from your past experiences where you've successfully managed client interactions. Think about how you can demonstrate your ability to communicate effectively and maintain professionalism under pressure.
✨Be Proactive and Organised
Highlight your time management skills by discussing how you prioritise tasks and manage your diary. You might want to share specific tools or methods you use to stay organised, as this will resonate well with the responsibilities of supporting a Wealth Manager.
✨Ask Insightful Questions
Prepare thoughtful questions that show your understanding of the company and the wealth management industry. Inquire about their approach to client service or how they stay ahead in the market. This demonstrates your enthusiasm for the role and helps you assess if the company is the right fit for you.
