Banking Operations Analyst
eTeam Inc
Job Title: Banking Operations Analyst
Duration: 3 Months of Contract with Possible Extension
Location: Clayton, MO 63105 (Hybrid) Hybrid Position -- Team members who are in a hybrid role typically spend three days a week, while having flexibility on their work location for the other working days. The Clayton parking fee is $100 per month. The education requirements are listed in the basic qualifications: Bachelor's degree, or equivalent work experience
Up to three years of related experience
Job Description: Private Wealth Management (PWM) Analysts have shared responsibility for soliciting, developing, managing, and retaining client relationships for PWM Private Banking. 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. 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. 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.
Duration: 3 Months of Contract with Possible Extension
Location: Clayton, MO 63105 (Hybrid) Hybrid Position -- Team members who are in a hybrid role typically spend three days a week, while having flexibility on their work location for the other working days. The Clayton parking fee is $100 per month. The education requirements are listed in the basic qualifications: Bachelor's degree, or equivalent work experience
Up to three years of related experience
Job Description: Private Wealth Management (PWM) Analysts have shared responsibility for soliciting, developing, managing, and retaining client relationships for PWM Private Banking. 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. 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. 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.
Vacancy posted 1 day ago
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