Private Wealth Analyst

Benefits

Parental leave

Not verified

Non-birth-parent leave

Not verified

Family-building benefits

• Fertility benefits: Not verified
• Adoption assistance: Not verified
• Surrogacy assistance: Not verified

Mental health support

Not verified

Relocation assistance

Not verified

Childcare support

Not verified

Learning budget

Not verified

Verification

Not verified

Salary

$87K-$139K not verified - source not recorded; timestamp not recorded

401(k) match

Not verified

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Market context

U.S. role benchmark (BLS OEWS)

$106,409 U.S. median for this role

Projected growth (BLS Employment Projections)

+7.7% - Faster than average

6% above the BLS role benchmark for finance aggregate.

Matched to SOC 13-2011 - Finance aggregate by role bucket.

Source: U.S. Bureau of Labor Statistics, OEWS, May 2024 and Employment Projections, 2024-2034.

Schedule

Shift type

Not verified

Weekend work

Not verified

Application

Cover letter

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Assessment

Not verified

Deadline

Not stated

Where they hire

State eligibility is not yet verified.

About this role

Private Wealth Analyst San Francisco, California PRIVATE WEALTH ANALYST WHAT IS THE OPPORTUNITY? Supports Private Banking client teams in delivering investment analysis and financial planning materials for high-net-worth and ultra-high-net-worth individuals and families within a specific region. Partners with PB team in business development and relationship management activities to support investment management prospects and clients. WHAT WILL YOU DO? Provide in-depth sales materials for Private Bankers by creating sophisticated portfolio and market analyses using a variety of investment and financial markets database tools. Assist Private Bankers in performing financial planning analyses. Collaborate closely with Tax and Financial Planning team. Lead region as the subject matter expert in using eMoney as a primary planning resource and tool. Lead in the administrative and follow up actions to ensure delivery of Investment Policy Statements and ongoing progress on agreed upon client strategies. Partner with PB teams in business development, on boarding and ongoing servicing. Participate in profiling across the full spectrum of the needs of PB target segments and provide tailored advice in collaboration with client team. Utilize planning capabilities and develop solutions across investments including brokerage, trust and wealth transfer, credit, deposit, and all other appropriate services. Participate with City National Bank team on sales calls including pre-brief and de-brief meetings. Assume primary responsibility to work with the Investment Management Services Group on the front-end on-boarding of new investment management and trust accounts. Aid Private Bankers to ensure client's current goals, risk tolerance and constraints are reflected in the Investment Policy Statement

Read the full description at careers-cnb.icims.com. FewerJobs shows a source-linked preview and links to the original posting.