Wealth Analyst - Multi Family Office

Role overview

An established multi-family office in London is looking for an Analyst to work closely with Senior Client Advisors. The position combines client servicing, business development support, and day-to-day operational coordination. It is an early-career opportunity designed for someone with around 1 to 3 years of experience in private banking, investment management, or a similar financial services setting.

Key responsibilities

• Prepare proposals, pitch decks, client-facing presentations, and other business development collateral.
• Update and oversee the firm’s CRM records, maintaining data quality and using AI-based insights and automation where useful.
• Help produce client communications, investment materials, presentations, and reporting documents.
• Deliver administrative and business management support to the client team, including project coordination, reporting tasks, and internal process support.

Experience and skills

• Approximately 1 to 3 years of relevant experience, or comparable internship exposure.
• Hands-on experience with CRM platforms.
• Exposure to AI tools and automation solutions that improve efficiency and workflow.
• Strong analytical thinking and problem-solving ability.
• Excellent attention to detail.
• Clear and effective communication skills.

Eligibility

Candidates must already have the legal right to work in the UK. Visa sponsorship is not offered for this opportunity.