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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 innovation and customer service.
- Benefits: Enjoy remote-first flexibility, hybrid working options, and a supportive work culture.
- 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 proficiency.
- Other info: This is a full-time associate-level position based in the UK.
The predicted salary is between 28800 - 43200 £ 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\’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
We’ll look to you to demonstrate a fundamental commitment to our business principles through outstanding client service, professionalism and risk management. You’ll be proactively assisting a Wealth Manager to manage the growth, profitability and business mix of their portfolio.
And, you’ll be ensuring the timely completion of clients’ wealth management and financial planning requirements by completing all necessary advice documentation.
You’ll also be:
- Preparing profiles, meeting notes, valuations, quotations, marketing and application materials
- Undertaking proactive telephone calls and mailings in respect of ongoing product service and marketing matters
- Identifying opportunities which fall outside the scope of authorisation and referring clients to suitable subject matter experts across the bank
- Taking responsibility for your own diary management and client documentation and administration, as well as providing this support for the Wealth Manager
- Keeping up-to-date with financial markets and macroeconomic news, to effectively communicate to colleagues and clients
The skills you\’ll need
We’re looking for an analytical and lateral thinker with technical knowledge of investment and financial planning products. You’ll need 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.
You’ll also demonstrate:
- Good commercial acumen
- A background of acting as a representative in the market place and build 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
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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
Network with professionals in the wealth management sector. Attend industry events or webinars to connect with current Wealth Analysts or Wealth Managers. This can provide you with insights into the role and potentially lead to referrals.
✨Tip Number 2
Stay updated on financial markets and macroeconomic trends. Being knowledgeable about current events will not only help you in interviews but also demonstrate your commitment to the field and your ability to communicate effectively with clients.
✨Tip Number 3
Develop your Excel skills further, as strong data management is crucial for a Wealth Analyst. Consider taking online courses or tutorials that focus on advanced Excel functions relevant to financial analysis.
✨Tip Number 4
Practice articulating complex financial concepts in simple terms. This skill is essential for building relationships with clients and stakeholders, so consider role-playing scenarios with friends or mentors to enhance your communication abilities.
We think you need these skills to ace Wealth Analyst
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities and requirements of the Wealth Analyst position at NatWest Group. Familiarise yourself with the skills needed, such as technical advice skills and knowledge of investment products.
Tailor Your CV: Customise your CV to highlight relevant experience and skills that align with the job description. Emphasise your analytical thinking, client relationship management, and any certifications like the CISI Level 4.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for wealth management and your understanding of the financial markets. Use specific examples from your past experiences to demonstrate how you can contribute to the team.
Proofread Your Application: Before submitting, carefully proofread your application materials. Check for spelling and grammatical errors, and ensure that all information is clear and concise. A polished application reflects professionalism.
How to prepare for a job interview at NatWest Group
✨Know Your Financial Products
Make sure you have a solid understanding of investment and financial planning products. Be prepared to discuss your knowledge of wealth structuring, offshore bonds, and risk analysis during the interview.
✨Demonstrate Relationship-Building Skills
Since this role involves building strong relationships with stakeholders, think of examples from your past experiences where you've successfully managed client relationships or collaborated with colleagues.
✨Showcase Your Analytical Thinking
Prepare to discuss how you approach problem-solving and decision-making. Highlight any experiences where your analytical skills led to successful outcomes, especially in financial contexts.
✨Stay Updated on Market Trends
Familiarise yourself with current financial markets and macroeconomic news. Being able to discuss recent trends or events will demonstrate your commitment to staying informed and your ability to communicate effectively with clients.
