Analyst
Similar roles to in an investment bank or asset management role, analysts will be expected to analyse data related to the best tax products, hedge fund investment etc. and report this to the private banker. Clients may demand this information at short notice, so analysts need to identify the most important information quickly, resulting in long hours to complete work on time and to the highest standards. These are entry level positions for graduates (undergraduate and masters level).
Private banker or associate
This is a client facing role which requires close relationships to be built and maintained. When playing with thousands or millions of pounds worth of assets or investments a strong relationship is key, especially when an investment or deal does not work out as expected. The private banker is also responsible for generating new clients and making new contacts. An MBA or PhD would attract attention to a recruiter, and all the more so if you have three years or more of work experience but this will be dependent on the size of the organisation.
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