Wealth Analyst

Leeds, United Kingdom

Wealth Analyst

Leeds, United Kingdom

Join us as a Wealth Analyst

  • You’ll be supporting wealth managers to provide high quality wealth management advice to clients regarding wealth structuring, investments, offshore and onshore bonds, and protection
  • Hone your interpersonal and team skills as you build and maintain strong relationships with our advisors and support staff
  • If you have a passion for investments and financial planning products as well as a real customer focus this is an excellent opportunity to grow your career with us at NatWest.
  • We're offering this role nationwide

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
  • Taking responsibility for your own diary management and client documentation and administration
  • Keeping up-to-date with financial markets and macroeconomic news, to effectively communicate to colleagues and clients

The skills you'll need

It's essential that you hold a CISI Level 4 certificate, or equivalent, along with experience of relationship management and advise. We’re looking for an analytical and lateral thinker with technical knowledge of investment and financial planning products and comprehensive knowledge and experience of banking wholesale credit practices and procedures.

You’ll need technical advice skills, including expertise in detailed client profiling, risk analysis and asset allocation.

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

If you need any adjustments to support your application, such as information in alternative formats or special requirements to access our buildings, or if you’re eligible under the Disability Confident Scheme please contact us and we’ll do everything we can to help.

Apply for one of our graduate programmes or internships and find out how you can be part of our story.

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