Senior Wealth Management Analyst
2 days ago
At Winged Keel Group, we're seeking an ambitious and detail-oriented individual to join our team as a Senior Wealth Management Analyst. This is an exceptional opportunity for someone with a strong analytical mindset and excellent communication skills.
With an estimated salary range of $65,000 - $85,000 per annum, this role offers a competitive compensation package that reflects your value to the organization.
In this position, you will be responsible for:
- Gaining in-depth knowledge of life insurance products and assisting in the preparation of financial analytics and reporting for ultra-high net worth clients;
- Running term and Guaranteed Universal Life (GUL) illustrations within WKG Excel templates in support of other designers on the team;
- Assisting with preparing meeting materials for client meetings and calls by accessing SharePoint documents and coordinating with designers;
- Maintaining up-to-date information on key WKG spreadsheets with Insurance Company ratings;
- Shadowing a senior client relationship manager to observe calls with clients and centers of influence, take notes, and circulate them to relevant parties;
To succeed in this role, you should possess:
- A Bachelor's degree with a graduation date of May 2025 or later;
- Detailed orientation, strong organizational skills, and the ability to prioritize tasks effectively;
- Proficiency in Microsoft Office, particularly Excel and PowerPoint;
- A proactive approach, taking initiative with strong follow-through;
- Previous office experience is a plus;
- A positive attitude and willingness to learn;
We offer a dynamic work environment, collaborative team, and opportunities for growth and professional development. If you're passionate about wealth management and want to make a meaningful impact, apply now and take the first step towards an exciting career at Winged Keel Group.
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