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Analyst - Wealth Management

  • Location: London
  • Sector: Banking Operations, Secretarial
  • Salary: £35000 - £40000 per annum
  • Job type: Permanent
  • Date posted: 24/12/2019
  • Job reference: AL2013/PWA
This vacancy has now expired.

Wealth Management

Analyst

£35,000-40,000 per annum plus benefits

West End, London

Permanent

ROLE:

The Analyst is a key member of the team within Private Banking. The candidate will support the Relationship Managers in all tasks related to the delivery of excellent service to the clients. He/she may be the first point of contact for the client and as such, being able to gain the clients confidence and give a positive, professional impression would be a strong asset. In this context, strong inter-personal skills are needed, together with a service-orientated mind-set.
The candidate is responsible for the accurate and timely processing of client instructions, as well as the efficient handling of client enquiries, escalating to senior colleagues where necessary. He/she will also assist the Relationship Manager with administrative tasks such as the preparation of presentations, the organising of meetings, events and business trips as well as ad hoc analysis and research.

KEY DUTIES:

Provides on-going administrative support:

  • Processes client payment orders, executes investment orders (securities, funds, bonds, MM / FX trades, structured/derivatives products) if FCA approved.
  • Deals with client enquiries and provides solutions where possible
  • Manages diaries, books client meetings, assists with events preparation
  • Prepares for RM business trips; organises travels, preparing client presentations
  • Maintains client contact frequency and updates records
  • Ensures compliance with relevant regulatory requirements & bank policies / procedures, e.g. client documentation, client's instructions, client on boarding etc.
  • Organises team meetings, takes the minutes and follows up on action points

Assists the RM in achieving their targets:

  • Identifies opportunities for share of wallet increases / cross sales
  • Contacts clients to check satisfaction with service levels and to enquire additional needs

To undertakes research assignments as required.

REQUIREMENTS:

Personal and Social

  • Customer focused and good interpersonal and communication skills
  • High self-motivation, positive and possess a can do and pro-active attitude
  • Understands the execution and back office processes as well as the legal & compliance procedures
  • Ability to set priorities and work under pressure
  • Good and fast learning ability
  • Team oriented personality (team player) with attention to detail

Professional and Technical

  • A good university degree in Finance, Economics or related discipline
  • At least 3 years of relevant ARM experience in Private Bank set up
  • Hands on knowledge of various banking system applications
  • Working knowledge of Microsoft Office applications (e.g. Word, Excel, Powerpoint, etc)
  • Adequate knowledge of Financial Terminals (e.g. Bloomberg, Reuters)

Please send your CV for immediate consideration.

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