Private Banker

Conduct quantitative analyses of information involving investment programs or financial data of public or private institutions, including valuation of businesses.

Plan, direct, or coordinate one or more administrative services of an organization, such as records and information management, mail distribution, and other office support services.

Business Operations: Use keen critical thinking skills to evaluate business processes to discover areas for improvement. Typically requires collaboration with key stakeholders, development of process-improvement procedures, and implementation of strategies to achieve desired outcomes. May also require project management and performance monitoring. Financial Operations: Employ strong analytical skills to evaluate financial data, identify financial performance trends, assess financial risk, and make recommendations. Typically requires creating financial models, forecasting budgets and expenses, and researching economic conditions.

Perform routine administrative functions such as drafting correspondence, scheduling appointments, organizing and maintaining paper and electronic files, or providing information to callers.