Job Description
Description
Summary:The Private Bank Analyst - 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.
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 profi...
Summary:The Private Bank Analyst - 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.
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 profi...