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Analyst - Wealth

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Our client is seeking a dedicated and passionate Private Wealth Analyst to join their high-performing team. This role offers the opportunity to support a group of professional Wealth Advisors, impacting ultra-high net worth clients and showcasing your genuine passion for financial markets. You will be part of an organisation that prides itself on bespoke wealth and investment strategies, working with some of the most successful families, corporates, and for-purpose organisations in Australia and New Zealand.


What you'll do:

As a Private Wealth Analyst, you will play a crucial role in supporting a team of professional Wealth Advisors. Your day-to-day responsibilities will include responding to client queries, managing CRM systems, assisting in the preparation of key documents, and proactively managing risk and compliance. Your work will directly impact our ultra-high net worth clients, helping them protect and grow their wealth. This role requires a strong understanding of financial markets, excellent communication skills, and a commitment to providing exceptional support.

  • Respond to client queries in an efficient and effective manner
  • Establish and maintain client accounts
  • Provide client reporting on a quarterly and ad-hoc basis
  • Manage the team’s prospects and opportunities while maintaining client relationship systems
  • Liaise with Operations as required to facilitate workflow
  • Manage CRM systems and ensure all documentation is captured correctly
  • Proactively manage risk and compliance through performing and adhering to policies, processes and procedures
  • Assist teams in preparing Records of Advice (ROA) and Statements of Advice (SOA), pitch documents, portfolio reviews and marketing material
  • Support the advice teams to execute and deliver business-wide initiatives and opportunities to achieve desired outcomes


What you bring:

The ideal candidate for this Private Wealth Analyst position is a university graduate with a strong understanding of financial markets. You should have superior written and verbal communication skills, high attention to detail, strong interpersonal skills, and the ability to manage expectations within set timeframes. Proficiency in Microsoft Office is essential. Your passion for financial markets combined with your commitment to providing exceptional support will make you stand out.

  • University Graduate in a relevant or outstanding field
  • High level of proficiency in Microsoft Office (Excel, Word, Outlook and PowerPoint)
  • Demonstrable understanding an interest in financial markets
  • Superior written and verbal communication skills
  • High-attention to detail and good with numbers
  • Strong interpersonal and rapport building skills
  • Ability to manage and meet set expectations and timeframes


What sets this company apart:

Our client is a leading provider of investment management services, working with some of the most successful families, corporates, and for-purpose organisations in Australia and New Zealand. They are committed to supporting your talent and skills throughout your career, offering a culture of respect where everyone feels valued and appreciated. They focus on inclusion and diversity, creating a workplace where colleagues of all genders, sexualities, ages, cultures, races and religions have the opportunity to thrive, connect and grow.

What's next:

If you're ready to take the next step in your career in Private Wealth Management, don't hesitate!

Apply today by clicking on the link. Please note that candidate screening methodologies and interviews may be conducted prior to the closing date of the job advert.

Aboriginal and Torres Strait Islander Peoples are encouraged to apply.
To apply please click apply or call Brendan Ward on 61 8 9266 0914 for a confidential discussion.

Contract Type: FULL_TIME

Specialism: Banking & Financial Services

Focus: Private Wealth Management

Industry: Banking

Salary: Negotiable

Workplace Type: On-site

Experience Level: Entry Level

Location: Inner Suburbs Perth

Job Reference: 1977360/001

Date posted: 31 May 2024

Consultant: Brendan Ward

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