Private Bank Analyst - Portfolio Manager - Remote

Overview

This is an entry-level position focused on managing the day-to-day needs of high-net-worth client portfolios, working closely with Portfolio Managers to ensure excellent client service.

In Short

• Entry-level position in private banking.
• Work closely with Portfolio Managers.
• Manage high-net-worth client portfolios.
• Prepare meeting materials and oversee risk measures.
• Communicate with clients regarding investment objectives.
• Collaborate with equity and fixed income trading desks.
• Requires strong analytical and computer skills.
• Must be detail-oriented and able to communicate effectively.
• Preferred experience in banking or finance.
• Professional demeanor and teamwork skills are essential.

Requirements

• Bachelor's Degree required.
• 1 year or more experience in banking or finance preferred.
• Experience with high-net-worth clients is a plus.
• Strong relationship-building skills.
• Financial advisory or sales experience is beneficial.
• Ability to work collaboratively in a team environment.
• Strong communication skills are essential.
• Understanding of current market conditions is helpful.
• Detail-oriented mindset.
• Ability to learn and adapt quickly.

Benefits

• Flexible work arrangements may be available.
• Opportunities for professional development.
• Supportive work culture focused on teamwork.
• Access to innovative banking tools and resources.
• Commitment to equal opportunity and diversity.
• Community-focused initiatives.
• Tobacco-free workplace policy.
• Comprehensive benefits package.
• Potential for career advancement.
• Collaborative environment that values contributions.