Non-IT Project Analyst

Launch Your Career in Private Wealth Management Are eager to build a career at the intersection of high-level financial analysis and strategic client relationship management? We are seeking an ambitious, analytical, and personable Private Wealth Management Analyst to join our Private Banking team.

This rotational-style entry-level role is designed as a direct launchpad to becoming an Associate Advisor. You will work alongside experienced Private Bankers, gaining comprehensive, hands-on, on-the-job training in the technical mechanics of private banking, high-net-worth (HNW) financial planning, and business development. If you are passionate about financial modeling and eager to develop executive-level communication skills, this is the perfect opportunity to accelerate your career in wealth management.

salary: $21.42 - $21.43 per hour shift: First work hours: 8 AM - 5 PM education: High School

Responsibilities

• 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.

Skills

• Call Center
• private wealth (1 year of experience is required)
• teller (1 year of experience is preferred)

• client associate (1 year of experience is preferred) Qualifications

• Years of experience: 3 years

• Experience level: Experienced Randstad is a world leader in matching great people with great companies. Our experienced agents will listen carefully to your employment needs and then work diligently to match your skills and qualifications to the right job and company. Whether you’re looking for temporary, temporary-to-permanent or permanent opportunities, no one works harder for you than Randstad. Equal Opportunity Employer: Race, Color, Religion, Sex, Sexual Orientation, Gender Identity, National Origin, Age, Genetic Information, Disability, Protected Veteran Status, or any other legally protected group status. At Randstad, we welcome people of all abilities and want to ensure that our hiring and interview process meets the needs of all applicants. If you require a reasonable accommodation to make your application or interview experience a great one, please contact HRsupport@randstadusa.com. Pay offered to a successful candidate will be based on several factors including the candidate’s education, work experience, work location, specific job duties, certifications, etc. In addition, Randstad offers a comprehensive benefits package, including: medical, prescription, dental, vision, AD&D, and life insurance offerings, short-term disability, and a 401K plan (all benefits are based on eligibility). This posting is open for thirty (30) days. ,

• 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.

• Call Center
• private wealth (1 year of experience is required)
• teller (1 year of experience is preferred)
• client associate (1 year of experience is preferred)

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