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The EMEA Wealth Client Data Analyst will join the EMEA Analytics & Automation team, supporting the EMEA Wealth business by owning and maintaining high-quality master data that underpins lead generation and commercial activity. The role offers exposure to senior stakeholders, close collaboration with data and sales teams, and the opportunity to contribute directly to revenue generation initiatives. This position focuses on sourcing, enriching, maintaining, and tracking master data related to client contacts, organisations, and leads across EMEA Wealth. The successful candidate will work closely with colleagues across analytics, automation, and sales teams, using structured and semi-structured data, external data sources, and CRM platforms to support day-to-day delivery and continuous improvement.
Job Responsibility:
Own and maintain high-quality master data on client contacts and organisations to support EMEA Wealth lead generation
Perform web scraping and external data collection to identify potential prospects and enrich existing datasets
Update and maintain contact and organisation records within Microsoft Dynamics, ensuring accuracy and consistency
Upload and manage leads in Dynamics in line with defined processes and data standards
Track the status and progression of all leads through the sales pipeline and maintain clear records of outcomes
Provide regular updates and reporting to local stakeholders and senior management on lead volumes, progress, and insights
Collaborate with colleagues across the EMEA Analytics & Automation team to enhance data quality, automation, and AI-enabled insights
Ensure adherence to data governance, privacy, and quality standards at all times
Requirements:
Strong data-driven mindset with the ability to understand, review, and validate data for accuracy and relevance
High attention to detail and a structured, methodical approach to data quality and maintenance
Interest in using data to generate insights and support automation and AI-enabled analytics
Basic SQL skills, with the ability to query and review datasets
Strong organisational and time-management skills
Clear written and verbal communication skills
Ability to work effectively in a fast-paced, multinational environment
Fluency in English
Minimum 1+ year of relevant professional experience in a data, analytics, operations, or commercial support role
University degree in a relevant field
Nice to have:
Basic Python skills are a plus, particularly for data extraction, web scraping, or automation
Experience within financial services, wealth management, or an investment-related environment is strongly preferred
Prior experience working with CRM systems (Microsoft Dynamics preferred) is an advantage
Experience handling large datasets or structured data processes is beneficial
What we offer:
Retirement investment and tools designed to help you in building a sound financial future
Access to education reimbursement
Comprehensive resources to support your physical health and emotional well-being