Senior Analyst - Business Development, Wealth Client Service

Position overview

Sales and client servicing

• Support UK wealth-market business development and client servicing across wealth managers, private banks, financial advisers, and other intermediaries.
• Coordinate EMEA GFI and Wealth sales activity, aligning stakeholders, priorities, deadlines, and deliverables.
• Track client and prospect requests, coordinate timely internal responses, and review materials before they are shared externally.
• Support existing client relationships and new-business opportunities, including pipeline activity, meeting follow-ups, and requested materials.

Materials, reporting, and research

• Prepare client meeting, presentation, review, and relationship-management materials; support RFPs, due diligence, and written client materials.
• Assist with data checks, CRM updates, and sales reporting or information requests, ensuring accuracy and consistency.
• Conduct UK wealth-market research and mapping, and build familiarity with clients, prospects, and distribution channels.
• Own assigned projects and identify improvements to sales coordination, client servicing, and internal processes.

Education and experience

• Approximately 2–5 years of relevant experience; candidates may be considered at Analyst or Senior Analyst level depending on experience.
• UK wealth-market experience is strongly preferred; relevant settings include asset management, private markets, wealth management, private banking, and distribution.
• Experience in wealth sales support, business development, client servicing, relationship management, investment support, or product specialist support.
• Understanding of UK wealth clients and distribution channels is sought; private-markets exposure and multi-team or multi-market coordination experience are preferred.
• A bachelor's degree is preferred, with flexibility on educational background.

Skills and tools

• Strong proficiency in Microsoft Excel, PowerPoint, Outlook, and Word; Salesforce or similar CRM experience is beneficial.
• Strong coordination, organisation, attention to detail, communication, client-service and commercial mindset, ownership, and collaboration.