Banking Operations Analyst

Duration: 3-month contract with possible extension • Location: Clayton, MO 63105 (Hybrid)

Hybrid schedule: three days per week on-site; parking fee is $100/month.

About the role

Private Wealth Management (PWM) Analysts share responsibility for soliciting, developing, managing, and retaining client relationships for PWM Private Banking. The position focuses on honing technical expertise in a specialty area while developing superior client-facing skills needed to advance to Associate Advisor. On-the-job training will teach the technical aspects of Private Banking.

Responsibilities

• Retain, develop, and grow high-net-worth relationships by creating prospecting strategies and conducting research.
• Manage the sales pipeline and identify new business opportunities under the general oversight of a Private Banker.
• Provide Private Bankers with in-depth analysis of client financial statements using financial planning tools and materials.
• Recommend strategies to prospects and clients to promote portfolio growth.

Requirements

• Bachelor’s degree or equivalent work experience.
• Up to three years of related experience.