Wealth Analyst
Core
Provides support and product expertise for financial planning business development, sales, and service delivered by private wealth advisors and relationship managers.
Role type
Wealth Analyst (Financial Services)
Builds
Client service experiences, new business proposals, and strategic initiatives for private wealth portfolios.
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Financial planning knowledge, client relationship management, market research, data analysis, report preparation, compliance adherence, stakeholder liaison
Preferred skills
Financial planning designation (e.g., CFP), sales management software proficiency
Technologies
Office software, sales management software
Responsibilities
Prepare new business proposals and presentations for clients/prospects, assist advisors in market research and identifying prospective clients, act as key service contact for clients, coordinate strategic initiatives and track metrics, prepare reports for financial plans, update sales tracking and pipeline databases, organize client files and documentation, support advisors with administrative and transactional tasks, ensure compliance with risk and regulatory policies.
Seniority
Mid-level (3-5 years experience)