Wealth Analyst – Multi Family Office Job at City of London a minute Full Time NEW

We are partnering with a leading Multi-Family Office in London to recruit an Analyst to support the Senior Client Advisors across a broad range of business development, client servicing, and operational activities.

This is an entry-level role, ideally suited to a candidate with 1–3 years’ experience in private banking, investment management, or a related financial services environment.

Role Responsibilities

• Support the preparation of proposals, pitchbooks, client presentations, and other business development materials.
• Manage and maintain the firm’s CRM, ensuring accurate data, and effective use of AI-driven insights and automation.
• Assist with the production of client and investment communications, presentations, and reporting.
• Provide business management and administrative support to the Client Team, helping to coordinate projects, reporting, and internal processes.

Experience & Skills

• 1–3 years’ relevant experience (or equivalent internship experience)
• Experience using CRM systems and familiarity with AI and automation tools to improve workflows and efficiency.
• Excellent analytical and problem-solving skills
• High attention to detail and strong communication skills

Applicants must have the right to work in the UK. Unfortunately, visa sponsorship is not available for this role