Position overview

The Wealth Management Analyst will support the delivery of personalized investment solutions to high-net-worth individuals (HNWIs), ultra-high-net-worth individuals (UHNWIs), and family office clients. The ideal candidate will be responsible for developing and implementing effective sales strategies. The Analyst will be responsible for investment research, portfolio analysis, client reporting, financial planning support, and operational coordination. Additionally, the Analyst will have direct responsibility for identifying and securing new business opportunities, nurturing leads, and supporting strategic client acquisition efforts.

Principal duties & Responsibilities

1. Identify and convert new client opportunities.
2. Support and participate in client pitches, proposals, and marketing initiatives.
3. Track pipeline activity and contribute to business growth objectives.
4. Conduct asset class research and monitor market trends (local & global).
5. Analyse portfolio performance
6. Generate investment performance reports
7. Support client meetings and presentation preparation
8. Provide constant customer feedback on the products and services
9. Maintain accurate data on client portfolios and transactions.
10. Establish and maintain efficient Customer Service levels to all the Customers.
11. Regular reports on activities of the sales team
12. Any other duties that may be assigned.

Skills

1. Fluency in all investment products and asset classes
2. Numerical abilities to assess the profit potential of deals.
3. Customer service skills to acquire clients and convince them to make investments.
4. Client Portfolio Management Skills
5. The knowledge of financial markets.
6. Good interpersonal skills
7. Good oral, written and presentation skills.

Qualification

1. Minimum of First Degree in numeric field.
2. Professional certification in finance related field will be an advantage – CFA, ACCA, ACA, CISI etc.
3. At least 3-5 years sales experience in Wealth Management or Asset Management

Preferred

1. Previous experience with Asset Management, PFAs
2. Above average computer skills.
3. Highly numerate
4. Presentation Skills