Private Wealth Management Analyst - Private Banking

Private Wealth Management Analyst

Required Education: Bachelor's degree, or equivalent work experience

Required Qualifications: Up to three years of related experience

Responsibilities: Private Wealth Management (PWM) Analysts have shared responsibility for soliciting, developing, managing, and retaining client relationships for PWM Private Banking. Position is focused on honing the technical aspects of a given specialty area and developing the superior client-facing skills needed to become an Associate Advisor. On-the-job training will focus on teaching the Analyst the technical aspects of Private Banking. Will be responsible for retention, development and growth of high-net-worth relationships by creating prospecting strategies and research, pipeline management, and identifying new business opportunities that may be acted on with the general oversight of a Private Banker. Provides Private Bankers with in-depth analysis of client financial statements using appropriate financial planning analyses, tools, and materials to recommend strategies to prospects and clients to promote growth.

Parking: The Clayton parking fee is $100 per month

**Only those lawfully authorized to work in the designated country associated with the position will be considered.

**Please note that all Position start dates and duration are estimates and may be reduced or lengthened based upon a client's business needs and requirements.