PWM Analyst, Banking
U.S. Bank
full-time
Posted on:
Location Type: Hybrid
Location: Cincinnati • Kentucky, North Carolina, Ohio • 🇺🇸 United States
Visit company websiteSalary
💰 $75,820 - $89,200 per year
Job Level
Mid-LevelSenior
About the role
- Private Wealth Management (PWM) Analysts have shared responsibility for soliciting, developing, managing, and retaining client relationships for PWM Private Banking.
- Position is focused on honing the technical aspects of a given specialty area and developing the superior client facing skills needed to become an Associate Advisor.
- On the Job Training will focus on teaching the Analyst the technical aspects of Private Banking.
- Will be responsible for retention, development and growth of high net worth relationships by creating prospecting strategies and research, pipeline management, and identifying new business opportunities that may be acted on with the general oversight of a Private Banker.
- Provides Private Bankers with in-depth analysis of client financial statements using appropriate financial planning analyses, tools, and materials to recommend strategies to prospects and clients to promote growth.
Requirements
- Bachelor's degree, or equivalent work experience
- Up to three years of related experience
- Basic knowledge of departmental operations/policies and U.S. Bank products and services
- Effective interpersonal, verbal and written communication skills
- Strong client facing skills
- Ability to identify and resolve exceptions, interpret data and resolve complex problems with minimal guidance
- Proficient computer navigation skills using a variety of software packages including Microsoft Office applications
- Well-developed analytical skills
- Pursuit of professional credentials (CFP, CFA, etc.) a plus
Benefits
- Healthcare (medical, dental, vision)
- Basic term and optional term life insurance
- Short-term and long-term disability
- Pregnancy disability and parental leave
- 401(k) and employer-funded retirement plan
- Paid vacation (from two to five weeks depending on salary grade and tenure)
- Up to 11 paid holiday opportunities
- Adoption assistance
- Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
financial planning analysispipeline managementclient financial statement analysisprospecting strategiesdata interpretationproblem resolutionanalytical skills
Soft skills
interpersonal skillsverbal communicationwritten communicationclient facing skills
Certifications
CFPCFA