Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- 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 wealth management while developing your skills in a dynamic environment.
- Qualifications: CISI Level 4 qualification and strong analytical skills required.
- Other info: Exciting role with excellent networking opportunities and a focus on personal development.
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.
- 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 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 like a pro! Reach out to your connections in the finance world and let them know you're on the hunt for a Wealth Analyst role. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for those interviews by brushing up on your knowledge of financial markets and investment products. We want you to be able to impress with your insights and show that you’re not just another candidate, but someone who’s genuinely passionate about wealth management.
✨Tip Number 3
Don’t forget to follow up after interviews! A quick thank-you email can go a long way in keeping you top of mind. Plus, it shows your professionalism and commitment to the role.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we love seeing candidates who take the initiative to connect directly with us.
We think you need these skills to ace Wealth Analyst
Some tips for your application 🫡
Tailor Your CV: Make sure your CV speaks directly to the Wealth Analyst role. Highlight your CISI Level 4 qualification and any relevant experience in wealth management or client relations. We want to see how you can bring value to our team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to showcase your interpersonal skills and how you’ve built strong relationships in the past. Let us know why you’re passionate about wealth management and how you align with our business principles.
Showcase Your Analytical Skills: As an analytical thinker, make sure to include examples of how you've used your technical knowledge in investment and financial planning. We love seeing candidates who can clearly articulate their thought process and problem-solving abilities.
Apply Through Our Website: Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re keen on joining our team at StudySmarter!
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 of how you've successfully managed client interactions in the past. Think about times when you’ve demonstrated excellent communication or resolved conflicts effectively. This will highlight your ability to connect with clients and support wealth managers.
✨Demonstrate Your Analytical Thinking
Be ready to discuss your analytical skills and how they apply to wealth management. Prepare to explain your approach to risk analysis and asset allocation. You might even want to bring a case study or example of a financial scenario you've worked on to illustrate your thought process.
✨Time Management is Key
As you'll be managing your own diary and supporting a Wealth Manager, it's crucial to demonstrate your time management skills. Share specific strategies you use to prioritise tasks and meet deadlines. This will reassure them that you can handle the demands of the role efficiently.
