Private Banking Analyst

What you'll be doing: Private banking analyst will work with bankers, global investment specialists, capital advisors trust and estate experts to bring in new clients and to serve existing clients. The incumbent is responsible to providing help devise customized financial strategies for existing and prospective clients. S/he will prepare pitch books and meeting materials. Collaborate with integrated team members to analyze balance sheets and understand client investment objectives to produce customized recommendations that consider appropriate risk/return objectives. The successful candidate will conduct research and analysis; assist with product development and prospecting efforts, become an expert in a range of proprietary models to provide recommendations on tailored solutions. Research client inquiries and manage follow up communication and materials. This position will assume significant responsibility by interacting frequently with senior management and working directly with clients.

What your background should be: This position required minimum 2 years of experience in wealth management. Experience using Microsoft office programs including excel, powerpoint and adobe PDF. Superior multi tasking and organizational skills, excellent communication skills and poise giving presentations. Candidate with a unique blend of interpersonal and analytical skills is preferred. Demonstrate aptitude for sales and client relationship management, genuine interest in financial markets and macro level economic trends, ability to be a dynamic member of a team, strong initiative, energy and confidence completing projects with limited supervision, good judgment and discretion working with highly confidential information.

Required Schooling / Training: Undergraduate degree with a minimum overall GPA of 3.2

Who is the client company: This is an American multinational banking and financial services holding company.; If you are interested in this position, send your resume to apply@kochdavis.com