Private Wealth Management - Operations Specialist
Temporary
Kforce has a client in Clayton, MO that is seeking a Private Wealth Management Analyst - Operations. Summary: Private Wealth Management (PWM) Analysts have shared responsibility for soliciting, developing, managing, and retaining client relationships for Private Banking. This 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. The Analyst 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. This role 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.
- Bachelor's degree, or equivalent work experience
- Up to 3 years of related experience
Vacancy posted 3 days ago
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