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.