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Private Banking Associate
3 weeks ago
Role Overview
The Private Wealth Analyst will play a critical role in supporting the Private Wealth team in acquiring new clients and delivering high-quality portfolio analytics. The role involves preparing client proposals, conducting portfolio reviews, tracking investment performance, and ensuring seamless support across business development and client servicing initiatives.
Key Responsibilities
Client Acquisition Support
- Assist in the preparation of client presentations, pitch books, and investment proposals.
- Conduct research on prospective clients, industries, and market trends to support business development.
- Coordinate with internal stakeholders to ensure timely delivery of client acquisition materials.
Portfolio Analytics & Reporting
- Analyze client portfolios across asset classes, track performance, and prepare periodic review reports.
- Support portfolio construction by providing research-based insights and recommendations.
- Monitor market developments and assess impact on client portfolios.
- Prepare customized investment analysis to support relationship managers and clients in decision-making.
Qualifications & Skills
- Bachelor's/Master's degree in Finance, Economics, Business, or related field; CFA/CFP (preferred).
- 2–5 years of relevant experience in wealth management, investment advisory, or portfolio analysis.
- Strong knowledge of financial markets, investment products, and asset allocation principles.
- Advanced Excel and financial modeling skills; proficiency in Bloomberg/Refinitiv/Morningstar (preferred).
- Excellent communication, presentation, and stakeholder management skills.
- Strong analytical mindset with attention to detail.
Personal Attributes
- Client-centric mindset with a focus on quality and delivery.
- Proactive, resourceful, and able to work in a fast-paced environment.
- Strong team player with a high degree of integrity and professionalism.
