Private Wealth Management Associate
4 days ago
We are looking for a Private Wealth Management Associate to support our Relationship Managers and senior management in their efforts to deliver exceptional client service. The successful candidate will have a strong background in analysis and data management, with experience in automation and process optimization.
Job Overview:
The Private Wealth Management Associate will be responsible for developing an analytics engine to track and analyze client activities, as well as optimizing key client processes. This role will also involve collaborating with internal teams and external vendors to implement automation solutions.
Key Responsibilities:
- Developing an analytics engine to track and analyze client activities
- Optimizing key client processes to improve efficiency and effectiveness
- Collaborating with internal teams and external vendors to implement automation solutions
- Preparing periodic reports on key performance metrics for senior management
Qualifications & Experience:
- Bachelor's degree in finance, business, economics, or a related field
- 3+ years of experience in investment banking, private wealth management, or a similar role within financial services
- Strong analytical and data management skills, with experience in automation and process optimization
- Familiarity with investor reporting, financial products, and distribution strategies
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