Private Bank Analyst - Portfolio Manager
About The Position
The Private Bank Analyst II - Portfolio Mgr is an entry level position and involves learning all aspects of successfully managing a portfolio of client household relationships and the associated delivery of high quality services with the intention of moving into the next level position within 24 months and being responsible for the sales goals of that Level I position. Duties and Responsibilities: The Analyst will be trained in an investment and Portfolio Manager role, along with a broad knowledge of sales and service capabilities. Excellent networking and new client acquisition skills need to be developed in anticipation of moving into a sales role. Engages the appropriate practice specialty professionals to provide the fully integrated delivery of comprehensive Private Bank services. Responsible for supporting high client service levels, strong retention and suitable contribution to the achievement of overall household revenue growth through new client acquisition and cross-sell, as well as appropriate contribution to the attainment of profitability for the Region. Performs other duties as assigned.
Requirements
- Bachelor's Degree
- 1 or more years experience in banking or finance
Nice To Haves
- Investment knowledge
- Strong client service and communication skills
Responsibilities
- managing a portfolio of client household relationships
- delivery of high quality services
- trained in an investment and Portfolio Manager role
- Engages the appropriate practice specialty professionals to provide the fully integrated delivery of comprehensive Private Bank services
- supporting high client service levels
- strong retention and suitable contribution to the achievement of overall household revenue growth through new client acquisition and cross-sell
- appropriate contribution to the attainment of profitability for the Region
- Performs other duties as assigned
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
