OUR IMPACT

Private Wealth Management (PWM) secures, develops and manages relationships with ultra-high net worth individuals, their families, family offices and foundations. PWM assists clients with building and preserving their financial wealth by creating and implementing long-term asset allocation within the context of each client’s particular risk tolerance, and by providing access to innovative investment ideas and opportunities. PWM professionals develop customized investment strategies and offer a full array of wealth management products and services, including private banking and trust company services.

YOUR IMPACT

Are you a strategic thinker with a strong work ethic, desire to work within a growing global business, and ability to think outside the box?
Analysts on the PWM Management Team will gain exposure and access to senior managers in PWM, build expertise in business and financial analysis, and develop a deeper understanding of the PWM business on a macro level.
The team is seeking a candidate who can thrive in a fast-paced environment where attention to detail, strong communication skills, and passion for working with others are essential to maintaining and enhancing our business.
You will be a key liaison for Regional Management Teams, Private Wealth Advisors, and many other business enablers in daily business operations. The position requires deep analytical abilities complemented by strong interpersonal skills in providing solutions to complex macro and micro issues in the PWM business.

SKILLS & EXPERIENCE WE’RE LOOKING FOR

• Strategic thinker and outstanding analytical skills; ability to work with detailed financial or other data and understand and communicate commercial implications
• Highly organized and process oriented with strong attention to detail and excellent follow-through
• Excellent interpersonal, leadership and communication skills and a desire to work in a team-oriented environment
• Self-starter who takes ownership and can lead/manage tasks independently; confidence to work closely with senior management
• Results-oriented; ability to thrive in a fast-paced environment, handling multiple, time-sensitive projects while focusing on the quality of work delivered
• Commitment to excellence and a high level of integrity
• Proficiency in MS Office (Advanced MS Excel and PowerPoint skills); Data tools
• Min. 1 year of relevant experience, in a comparable role preferably including in Consulting, Strategy, Business Mgmt. background.Prior experience in Private Banking or Wealth Management helpful but not essential

Please refer the Job description for details