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For Companies At a Glance
- Tasks: Support wealth managers in providing top-notch financial advice and managing client portfolios.
- Company: Join NatWest Group, a leading bank committed to flexible working and employee well-being.
- Benefits: Enjoy remote-first work, flexible hours, and a supportive work environment.
- Why this job: Gain valuable experience in finance while building relationships and making a real impact.
- Qualifications: Must have analytical skills, CISI Level 4 certificate, and strong Excel abilities.
- Other info: This is a full-time associate-level position based in the UK.
The predicted salary is between 28800 - 48000 £ per year.
Overview
Hone your interpersonal skills as you build and maintain strong relationships with our clients. You will 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 and 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, and provide this support for the Wealth Manager.
- Keep up-to-date with financial markets and macroeconomic news to effectively communicate to colleagues and clients.
- Demonstrate analytical and lateral thinking with technical knowledge of investment and financial planning products, including expertise in detailed client profiling, risk analysis and asset allocation, and hold a CISI Level 4 certificate or equivalent.
Demonstrable capabilities
- Good commercial acumen.
- Background of acting as a representative in the marketplace and building powerful relationships.
- The ability to clearly articulate issues and solutions, and be constructive in approach.
- Excellent time management and prioritisation skills.
- Strong Excel and client database management skills.
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Wealth Analyst employer: NatWest Group
Contact Detail:
NatWest Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Wealth Analyst
✨Tip Number 1
Familiarise yourself with the latest trends in wealth management and financial markets. This knowledge will not only help you in interviews but also demonstrate your commitment to staying informed, which is crucial for a Wealth Analyst role.
✨Tip Number 2
Network with professionals in the finance and banking sectors, especially those who work in wealth management. Attend industry events or join relevant online forums to build connections that could lead to referrals or insider information about the role.
✨Tip Number 3
Practice articulating complex financial concepts in simple terms. As a Wealth Analyst, you'll need to communicate effectively with clients and stakeholders, so honing this skill can set you apart during interviews.
✨Tip Number 4
Showcase your technical skills, particularly in Excel and client database management, through practical examples. Be prepared to discuss how you've used these tools in past roles to enhance efficiency or improve client outcomes.
We think you need these skills to ace Wealth Analyst
Some tips for your application 🫡
Understand the Role: Before applying, make sure to thoroughly read the job description for the Wealth Analyst position at NatWest Group. Understand the key responsibilities and required skills, such as technical knowledge of investment products and strong interpersonal skills.
Tailor Your CV: Customise your CV to highlight relevant experience and skills that align with the Wealth Analyst role. Emphasise your analytical abilities, client management experience, and any qualifications like the CISI Level 4 certificate.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for wealth management and your understanding of the financial markets. Mention specific examples of how you've successfully built relationships or managed client portfolios in the past.
Proofread Your Application: Before submitting your application, carefully proofread all documents for spelling and grammatical errors. A polished application reflects professionalism and attention to detail, which are crucial in the finance industry.
How to prepare for a job interview at NatWest Group
✨Showcase Your Analytical Skills
As a Wealth Analyst, you'll need to demonstrate strong analytical abilities. Prepare examples from your past experiences where you've successfully analysed financial data or made investment recommendations. This will show your potential employer that you can handle the technical aspects of the role.
✨Build Rapport with Stakeholders
Since the role involves maintaining relationships with stakeholders, practice your interpersonal skills. Be ready to discuss how you've built and maintained professional relationships in previous roles. This will highlight your ability to connect with clients and colleagues alike.
✨Stay Updated on Financial Markets
Knowledge of current financial markets and macroeconomic news is crucial. Before the interview, read up on recent trends and events in the finance sector. Being able to discuss these topics will demonstrate your commitment to staying informed and your passion for the industry.
✨Demonstrate Time Management Skills
The job requires excellent time management and prioritisation skills. Prepare to discuss how you manage your workload and meet deadlines. Providing specific examples of how you've effectively organised tasks in the past will illustrate your capability in this area.
