I am currently looking for a File Reviwer/Investment Analyst for a banking client based in London for an 8 week Statement of Work.
The client is looking for an experienced analyst to review and reassess UHNW and HNW client files to identify incorrect risk classifications and remediate the financial impact arising from mis-profiling.
Key Responsibilities
- Analyse UHNW/HNW client files to identify misclassified risk profiles
- Reassess client risk ratings in line with internal risk frameworks and risk appetite
- Identify and quantify revenue or pricing impacts resulting from incorrect client segmentation
- Support remediation of historical loss of earnings where clients were incorrectly classified
- Work closely with front office, risk, and compliance stakeholders to validate reclassifications
Key Requirements
- Experience as a Risk Analyst, Investment Analyst, or similar within private banking or wealth management
- Strong understanding of client risk profiling, segmentation, and risk assessment methodologies
- Experience working with HNW/UHNW client portfolios
- Ability to analyse financial impact, pricing, or margin implications
Nice to Have
- Exposure to client remediation or back-book reviews
- Knowledge of regulatory expectations in private banking environments
- Experience partnering with relationship managers or front-office teams.
This role is working hybrid in london (3 days,2 remote) paying around £250/day Outside IR35.
Please do share your CV if interested.
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