PRIVATE WEALTH ANALYST

WHAT IS THE OPPORTUNITY? Supports Private Banking client teams in delivering investment analysis and financial planning materials for high-net-worth and ultra-high-net-worth individuals and families within a specific region. Partners with PB team in business development and relationship management activities to support investment management prospects and clients.

WHAT WILL YOU DO?

• Provide in-depth sales materials for Private Bankers by creating sophisticated portfolio and market analyses using a variety of investment and financial markets database tools.


• Assist Private Bankers in performing financial planning analyses.


• Collaborate closely with Tax and Financial Planning team.


• Lead region as the subject matter expert in using eMoney as a primary planning resource and tool.


• Lead in the administrative and follow up actions to ensure delivery of Investment Policy Statements...