Wealth Management Project Analyst

We are seeking a analytical, client-focused Private Wealth Management Analyst to join our PWM Private Banking division.

In this dynamic career-track role, you will work alongside senior Private Bankers to solicit, grow, and retain high-net-worth client relationships while receiving dedicated on-the-job training designed to transition you into an Associate Advisor. You will serve as an integral engine for team growth by executing financial analyses, conducting market research, managing pipeline strategy, and delivering tailor-made financial planning solutions to sophisticated clients.

salary: $21.42 - $21.43 per hour
shift: First
work hours: 8 AM - 5 PM
education: High School

Responsibilities

Key Responsibilities

• Relationship & Pipeline Growth: Develop prospecting strategies, identify market opportunities, and support pipeline management under the guidance of senior Private Bankers.

• Financial Planning & Analysis: Conduct in-depth evaluations of client financial statements, utilizing advanced planning tools to formulate strategic growth recommendations.

• Client Engagement: Prepare comprehensive materials for prospective and existing high-net-worth clients while honing top-tier client-facing communication skills.

• Continuous Learning: Complete specialized on-the-job training focusing on the technical, regulatory, and advisory aspects of private banking.

Skills

• Financial Analysis (2 years of experience is required)
• Financial Planning (2 years of experience is required)
• relationship building (1 year of experience is preferred)

Qualifications

• Years of experience: 3 years
• Experience level: Experienced

Randstad is a world leader in matching great people with great companies. Our experienced agents will listen carefully to your employment needs and then work diligently to match your skills and qualifications to the right job and company. Whether you're looking for temporary, temporary-to-permanent or permanent opportunities, no one works harder for you than Randstad.

Equal Opportunity Employer: Race, Color, Religion, Sex, Sexual Orientation, Gender Identity, National Origin, Age, Genetic Information, Disability, Protected Veteran Status, or any other legally protected group status.

At Randstad, we welcome people of all abilities and want to ensure that our hiring and interview process meets the needs of all applicants. If you require a reasonable accommodation to make your application or interview experience a great one, please contact View email address on us.fitly.work.

Pay offered to a successful candidate will be based on several factors including the candidate's education, work experience, work location, specific job duties, certifications, etc. In addition, Randstad offers a comprehensive benefits package, including: medical, prescription, dental, vision, AD&D, and life insurance offerings, short-term disability, and a 401K plan (all benefits are based on eligibility).

This posting is open for thirty (30) days.