Associate, Global Client Group (Bank Trust Group)
Core
Associate providing relationship management and support to Sales & Client Service teams for bank & trust-based wealth management firms, focusing on business development, retention, and portfolio analysis.
Role type
Associate, Global Client Group (Bank Trust)
Builds
Investment-related webinars, marketing materials, and complex portfolio analyses for Advisor clients.
Domain
Financial Services / Wealth Management
Required skills
Portfolio analysis, quantitative problem-solving, capital market research, Excel, Access, verbal communication, written communication
Preferred skills
MBA, CFA, CFP, investment-related education
Technologies
Excel, Access
Responsibilities
Develop and construct complex portfolio analysis for Advisor clients, Identify and discuss key findings of portfolio analyses, Deliver educational investment related webinars, Assist in initial development of investment related marketing materials, Develop robust understanding of Advisor business practices, Develop deep understanding of capital market research
Seniority
Associate, 1-3 years experience