Wealth Analyst: Client Advisory
Job in
Leeds, West Yorkshire, ME17, England, UK
Listed on 2026-03-09
Listing for:
NatWest Group
Full Time
position Listed on 2026-03-09
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Services, Banking & Finance, Financial Analyst
Job Description & How to Apply Below
A leading financial services firm in the UK is looking for a Wealth Analyst to enhance client relationships while supporting wealth management activities. You will utilize your CISI Level 4 qualification to assist in providing investment advice and managing client portfolios. The ideal candidate should have strong analytical skills and be proficient in Excel and client database management. This position offers opportunities for professional training and development, ensuring a robust understanding of financial products and market dynamics.
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