Wealth Analyst
NatWest(20 days ago)
About this role
A Wealth Analyst is a banking professional supporting the wealth management function by contributing to the delivery of client-focused wealth services. The role is based within the bank's wealth management team and supports professional development through recognised qualifications such as CISI Level 4. The position is offered on a hybrid working basis.
Required Skills
- Client Relationships
- Wealth Structuring
- Investment Products
- Financial Planning
- Risk Analysis
- Asset Allocation
- Excel
- Client Database
Qualifications
- CISI Level 4
About NatWest
natwest.comWelcome to NatWest. Our extensive personal banking products include bank accounts, mortgages, credit cards, loans and more. Visit today to see how we can serve you.
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