Wealth Management Analyst

Role overview

Qualifications

• Bachelor’s degree in finance, accounting, economics, business administration, or a related field; equivalent work experience or certifications may be considered.
• Two years or less of experience in wealth management, banking, financial services, investments, or a related field.
• Proficiency with Microsoft Office applications.
• Demonstrated interest in wealth management or related financial services, and strong communication, organization, adaptability, and learning agility.
• Ability to manage priorities, maintain attention to detail, exercise sound judgment, and work effectively with others.

Professional development and support

• Participate in structured training, mentorship, job shadowing, and developmental experiences; complete learning objectives and apply new knowledge to assigned work.
• Assist with analytical, operational, and client support activities; support relationship managers and specialists with research, materials, and follow-up.

Research, collaboration, and operations

• Gather information and assist with financial, operational, and market analysis for business initiatives and client-related activities.
• Collaborate across Wealth Management and other departments on projects and process improvements; communicate findings and updates to internal stakeholders.
• Support operational effectiveness and service delivery while following policies, risk requirements, regulatory expectations, and information security standards.
• Assist with compliance related to Fair Banking, Anti-Money Laundering, the Bank Secrecy Act, and the USA PATRIOT Act.