About the Role
As the Junior Commercial Analyst in Wealth Management, you will be responsible for market research modelling, in-depth analysis across products and clients, and the management of budgeting and forecasting processes, all while focusing on key metrics such as Assets Under Management (AUM) and revenue generation. You will also be responsible for creating client proposals, pitch decks, and post-sales client analytics.
KEY RESPONSIBILITIES
Market Research:
Client Proposals and Pitch Deck Development:
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