Wealth Analyst

Job Description

Assists in preparing new business proposals or presentations to clients/prospects based upon their needs.

Assist Private Wealth Advisors in market research of client and prospects

Assist Private Wealth Advisors in identifying prospective clients.

Acts as the key service contact for clients.

Takes ownership of client issues and collaborates with others to resolve or escalates per guidelines.

Liaises with external advisors of clients on behalf of the private wealth advisor / relationship manager.

Develops an understanding of the customer needs and the account strategy and effectively communicates this to clients and prospects.

Make suggestions about how to improve the overall service interaction for prospects and clients.

Coordinates and executes specific activities for the implementation of strategic initiatives; includes tracking metrics and milestones.

Builds effective relationships with internal/external stakeholders.

Ensures alignment between stakeholders.

Prepares reports for financial plans; inputs appropriate data according to established.

Makes updates to sales tracking, forecast & pipeline, relationship plans and other databases.

Participates in account review process and completion of required action items.

Organizes client files and ensures proper documentation.

Supports the assigned advisors and client portfolio through administrative and transactional support including correspondence, relationship reviews, account documentation and sales reporting.

Prepares reports for financial plans and prospect presentations with an understanding of the anticipated prospect/client needs.

Supports the achievement of the business plan within the designated territory / region.

Collaborates effectively with internal stakeholders to build capability and drive business growth.

Meets high-quality service standards to maximize relationship retention and growth.

Develops rapport and instills confidence with the client to develop credibility and earn their trust.

Follows through on the risk and compliance processes and policies to ensure we safeguard our customers' assets, maintain their privacy, act in their best interests, and ensures an effectively run function.

Protects the Bank's assets and complies with all regulatory, legal and ethical requirements.

Focus may be on a business/group.

Thinks creatively and proposes new solutions.

Exercises judgment to identify, diagnose, and solve problems within given rules.

Works mostly independently.

Broader work or accountabilities may be assigned as needed.

We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to ~~~ .

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Skills and Requirements

Typically between 3 - 5 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.

General knowledge of financial planning and wealth management.

Working towards a financial planning designation preferred.

Proficiency in office software and sales management software.

Comfortable exploring beyond one's area of technical expertise (i.e. Discipline)

A willingness and aptitude to influence and recognize new business opportunities.

Specialized knowledge from education and/or business experience.

Verbal & written communication skills - In-depth.

Collaboration & team skills - In-depth.

Analytical and problem solving skills - In-depth.

Influence skills - In-depth. null

We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal employment opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment without regard to race, color, ethnicity, religion,sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military oruniformed service member status, or any other status or characteristic protected by applicable laws, regulations, andordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or the recruiting process, please send a request to ~~~.