Overview

We are seeking a highly motivated Wealth Management Analyst to support our wealth management team. The ideal candidate will assist in providing financial advice and services to clients, helping them achieve their financial goals through comprehensive planning and investment strategies.

Key Responsibilities

• Assist in the preparation of financial plans and investment proposals.
• Conduct research and analysis on investment opportunities.
• Support client meetings and provide excellent customer service.
• Monitor client portfolios and make recommendations for adjustments.
• Ensure compliance with regulatory requirements and firm policies.

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.