Client Analyst

Client Analyst
Division: Private Banking Wealth Management Division
Department: Market Group UK Domestic

One of our large Investment Banking Sector is looking for an experienced Client Analyst; an opportunity to contribute towards providing a seamless execution and sales management service for clients of the Private Bank. Analysts will work closely to support Relationship Managers on items such as; business development activities, supporting existing client relationships and ad-hoc administration.

Key Responsibilities
Business development activities
Assist Relationship Managers with advisory and sales activities to build the franchise (eg client book development, investment proposals, and sales initiatives).
Define and create tailored client and prospect presentations/pitch documents by liaising with the respective Relationship Manager and co-ordinate pitch teams (eg A regular Portfolio reviews, Knowledge and Experience, KYC.
Support Investment Consultants within the Advisory & Sales unit on account review presentations and performance analysis and general analytical support within defined coverage team.
Analytical interpretation of asset allocation to ensure compliance with clients' investment profile.
Responsible for order execution, processing, settlement and documenting of trades on RM managed Advisory client accounts. Research and initiate corrections to transactions and/or account errors.
Independently resolve complex client enquiries regarding securities quotes, account balances, activity and documentation, statement information, and general product and/or service information.
Serve clients and respond to their requests independently, ensure timely escalation and resolution of issues under supervision of responsible Relationship Managers.
Provide telephone coverage for RMs on dedicated desk.
Ensure personal compliance with policies and procedures relating to all client and prospect activity.

Key stakeholders & way of working
Support a dedicated team of Relationship Managers in running existing and developing new client relationships.
Build effective working relationships with the Advisoryexecution of activities such as account opening/closures, asset transfers and payments which will be actioned through the FOS team.
Develop relationships across the CS Group in order to capitalize on the group's synergies with regard to advice and research.

Required Experience/Qualifications

Demonstrated interest in financial markets or similar and daily market movements.
client support experience

Develop and maintain familiarity with the key elements of the advisory value proposition for clients.
Ability to determine effect of market movements on client portfolio.
Able to interpret client needs and contribute towards growth of assets.
Strong focus on compliance, clear understanding of AML and demonstrated risk awareness.
investment processes and able to make recommendations to RM based on this.
Ability to anticipate risk and to react/escalate appropriately.
Effective communication skills and positive personal impact.
Ability to conduct comprehensive financial analysis when required.
Must be able to collaborate effectively and proactively across the platform and work well as part of a broader team. Considers alternative views and understands the need to collaborate in order to achieve ultimate goals.
Strong client focus but also has the ability to say no to clients when required.
Expert level of Excel and PowerPoint knowledge.
High level of understanding of the policies and procedures relating to clients and prospects within the Private Bank in London Or similar
Detailed understanding of the UK Regulatory environment and adherence to relevant Policies and Procedures.
Proficient and relevant systems experience; Globus, PCRM, RM+, Globus, PCRM, Activity Management, FrontNet

Please apply to (see below)

Hy-phen Limited is acting as an Employment Business in relation to this vacancy.

The Adecco Group UK & Ireland is an Equal Opportunities Employer.