Private Bank Analyst-Portfolio Manager-2
Core
Support Portfolio Managers in managing high-net-worth client portfolio relationships, preparing meeting materials, and monitoring portfolio risk.
Role type
Private Bank Analyst
Builds
High-net-worth client portfolio relationships and associated service needs
Domain
Private Banking / Wealth Management
Deliverable
client delivery
Required skills
Portfolio risk monitoring, Client communication, Investment product knowledge, Financial market analysis, Meeting coordination, Analytical skills
Responsibilities
Support Portfolio Managers in day-to-day management of high-net-worth client portfolio relationships, Prepare and coordinate materials for client and prospect meetings, Monitor and oversee portfolio risk measures, Communicate with clients to support a high level of service, Attend client and prospect meetings to gain knowledge of investment objectives, Partner closely with equity and fixed income trading desks, Serve as a liaison between Portfolio Managers, line of business partners, compliance partners, and the Chief Investment Office