Analysis Skills, Bank Management, Banking Services, Customer Relations, Customer Relationship Management (CRM), Customer Retention/Renewal, Develop and Maintain Customers, Finance, Financial Analysis, Financial Planning, High Net Worth, High School Diploma, Private Banking, Private Wealth Management, Project Evaluation, Sales Pipeline, Sales Prospecting, Strategic Planning, Training/Teaching
LOCATION
Clayton, Missouri
POSTED
4 days ago
Job TitleJob Description Education: Bachelor's Degree or High School Diploma with equivalent work experience Required Qualifications: 3+ years of Project Analysis Banking or Finance industry experience Job 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.**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.**
About the Company
R
Rose International
Founded in 1993 by Sue Bhatia, Rose International is one of the nation's leading minority- and woman-owned providers of Staffing and Total Talent Solutions. We serve companies in all 50 states and employ thousands of people across the country.