Private Bank Analyst - Portfolio Manager
Core
Entry-level role supporting Portfolio Managers in managing client household relationships and delivering high-quality Private Bank services.
Role type
Private Bank Analyst (Portfolio Management Support)
Builds
Comprehensive Private Bank services for high-net-worth clients
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
Banking/finance experience, client relationship management, compliance knowledge, CRM software proficiency
Preferred skills
High net worth banking experience, financial advisory/sales experience, strong communication skills
Technologies
Microsoft, Morningstar, Fact Set, Invest Edge, CRM software
Responsibilities
Work closely with Portfolio Managers on client relationships, learn investments and sales capabilities, develop client service skills, collaborate with practice specialty professionals, learn compliance requirements
Seniority
Entry-level