Job Details

Supports PB client teams in delivering investment analysis and financial planning materials for high-net-worth and ultra-high-net-worth individuals and families within a specific region. Partners with Private Banking team in business development and relationship management activities to support investment management prospects and clients. WHAT WILL YOU DO? Provide in-depth sales materials for Private Bankers by creating sophisticated portfolio and market analyses using a variety of investment and financial markets database tools. Assist Private Bankers in performing financial planning analyses. Collaborate closely with Tax and Financial Planning team. Lead region as the subject matter expert in using Naviplan as a primary planning resource and tool. Lead in the administrative and follow up actions to ensure delivery of Investment Policy Statements and ongoing progress on agreed upon client strategies. Partner with PB teams in business development, on boarding and ongoing servicing. Par...Wealth, Private, Analyst, Financial Planning, Business Development, Portfolio Manager, Banking