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Wealth Analyst



24d ago

  • Job
    Mid & Senior Level
  • Data
    Banking & Finance
  • £41.7K - £73.8K
  • Indianapolis
  • 8d left

AI generated summary

  • You need 3-5 years of experience & a related degree, knowledge in financial planning & wealth management, proficiency in office & sales software, willingness to explore new opportunities, specialized knowledge, excellent communication & problem-solving skills, ability to collaborate & influence.
  • You will support private wealth advisors in client interactions, market research, and preparing proposals. You will provide administrative and transactional support, build relationships, and ensure compliance with policies.


  • Typically between 3 - 5 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
  • General knowledge of financial planning and wealth management.
  • Working towards a financial planning designation preferred.
  • Proficiency in office software and sales management software.
  • Comfortable exploring beyond one's area of technical expertise (i.e. Discipline)
  • A willingness and aptitude to influence and recognize new business opportunities.
  • Specialized knowledge from education and/or business experience.
  • Verbal & written communication skills - In-depth.
  • Collaboration & team skills - In-depth.
  • Analytical and problem solving skills - In-depth.
  • Influence skills - In-depth.


  • Assists in preparing new business proposals or presentations to clients/prospects based upon their needs.
  • Assist Private Wealth Advisors in market research of client and prospects
  • Assist Private Wealth Advisors in identifying prospective clients.
  • Acts as the key service contact for clients.
  • Takes ownership of client issues and collaborates with others to resolve or escalates per guidelines.
  • Liaises with external advisors of clients on behalf of the private wealth advisor / relationship manager.
  • Develops an understanding of the customer needs and the account strategy and effectively communicates this to clients and prospects.
  • Make suggestions about how to improve the overall service interaction for prospects and clients.
  • Coordinates and executes specific activities for the implementation of strategic initiatives; includes tracking metrics and milestones.
  • Builds effective relationships with internal/external stakeholders.
  • Ensures alignment between stakeholders.
  • Prepares reports for financial plans; inputs appropriate data according to established.
  • Makes updates to sales tracking, forecast & pipeline, relationship plans and other databases.
  • Participates in account review process and completion of required action items.
  • Organizes client files and ensures proper documentation.
  • Supports the assigned advisors and client portfolio through administrative and transactional support including correspondence, relationship reviews, account documentation and sales reporting.
  • Prepares reports for financial plans and prospect presentations with an understanding of the anticipated prospect/client needs.
  • Supports the achievement of the business plan within the designated territory / region.
  • Collaborates effectively with internal stakeholders to build capability and drive business growth.
  • Meets high-quality service standards to maximize relationship retention and growth.
  • Develops rapport and instills confidence with the client to develop credibility and earn their trust.
  • Follows through on the risk and compliance processes and policies to ensure we safeguard our customers’ assets, maintain their privacy, act in their best interests, and ensures an effectively run function.
  • Protects the Bank's assets and complies with all regulatory, legal and ethical requirements.
  • Focus may be on a business/group.
  • Thinks creatively and proposes new solutions.
  • Exercises judgment to identify, diagnose, and solve problems within given rules.
  • Works mostly independently.
  • Broader work or accountabilities may be assigned as needed.


What is the primary role of a Wealth Analyst?

The primary role of a Wealth Analyst is to provide support and product expertise for financial planning business development, sales, and service delivered by private wealth advisors and relationship managers. They also service relationships in the assigned portfolio to ensure an exceptional client experience and introduce services to clients to enhance their overall experience.

What are the key responsibilities of a Wealth Analyst?

Key responsibilities of a Wealth Analyst include supporting financial planning business development, sales, and service, servicing client relationships to ensure a positive experience, and introducing services to clients to enhance their overall experience. They essentially assist in managing and growing the wealth of clients.

How does a Wealth Analyst contribute to the financial planning industry?

A Wealth Analyst contributes to the financial planning industry by providing support and product expertise to private wealth advisors and relationship managers, helping to manage client relationships, and introducing services to enhance the client experience. Their role is crucial in ensuring a high level of service and satisfaction for clients in the financial planning sector.

Are there any specific qualifications required to become a Wealth Analyst?

While specific qualifications may vary depending on the employer, typical requirements for a Wealth Analyst include a bachelor's degree in finance, economics, or a related field. Relevant certifications such as the Certified Financial Planner (CFP) designation may also be beneficial. Strong analytical skills, attention to detail, and knowledge of investment products are commonly desired traits for this role.

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