Wealth Management Analyst-2
Core
Deliver structured administrative and operational support to Wealth Managers, manage client relationships, and ensure operational efficiency in a wealth management environment.
Role type
Wealth Management Analyst
Builds
Operational support for Wealth Managers and client service delivery
Domain
Financial Services / Wealth Management
Required skills
Financial analysis, Data analysis, Investment products knowledge, Wealth structures knowledge, Reporting, Data interpretation
Preferred skills
Postgraduate qualification (e.g., CFA), Certifications in financial analysis or data tools
Technologies
Excel, Power BI
Responsibilities
Resolve client queries, Manage internal stakeholders, Identify process improvements, Adhere to governance and compliance standards, Provide operational reports, Plan and organize tasks
Seniority
Mid-level, hands-on IC
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