Summary

This junior wealth management analyst role supports client advisers in managing a large client book and developing new business. Based in Leeds, the role covers client communications, portfolio monitoring, investment proposals and coordination with investment and compliance teams.

Responsibilities

• Prepare portfolio reviews and investment proposals
• Analyse bespoke client investment situations
• Monitor portfolios for risk and suitability
• Coordinate investment recommendations and implementation
• Organise new client account openings
• Engage with clients and identify business opportunities