Wealth Management Analyst
1 month ago
We are seeking an Analyst within our Wealth Management business. Below are the responsibilities:
- To shadow Senior relationship managers and assist t..
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 master’s in management given this is a Wealth Management specific role.
- Candidate must have had working experience between 4-6 years.
Official account of Jobstore.
