Wealth Management Analyst

We are seeking a detail-oriented and analytical Wealth Management Analyst to support our team in providing financial advice and services to high-net-worth clients. The ideal candidate will assist in developing financial plans, conducting investment research, and maintaining client relationships.

• Assist in the preparation of financial plans and investment proposals.
• Conduct research on investment products and market trends.
• Analyze client financial data and provide recommendations.
• Support senior analysts in client meetings and presentations.
• Ensure compliance with regulatory requirements.

Required Skills

• Strong analytical and problem-solving skills.
• Excellent communication and interpersonal abilities.
• Proficiency in financial planning software and Microsoft Office Suite.
• Knowledge of investment products and financial markets.