We are seeking an Analyst within our Wealth Management business. below are the responsibilities
- To shadow Senior relationship managers and assist them in managing their clients
- Monitor and review client portfolios and create process and templates which allows for ease of monitoring
- Use technology to improve efficiencies in all processes related to client management
- Assist Senior Relationship manager in sourcing new clients
- Assist Senior RM in making required marketing materials in the process of sourcing new clients and or managing client portfolios
Requirements
- Candidate must have a Masters in Management given this is a Wealth Management specific role.
- Candidate must have had working experience between 4-6 years
