Asset & Wealth Management, Private Wealth Management, Business Development Professional, Associate, New York

Wealth Management, Private Wealth Management, Business Development Professional, Associate, New York

Requirements

• Work closely with PWAs to both support existing client relationships and drive new business generation
• Conduct client-facing analyses for client portfolios, spanning strategic and tactical asset allocation as well as portfolio risk / return
• Monitor macroeconomic trends and internal research publications, considering their potential impact on client portfolios

Benefits

• Competitive base salary
• Discretionary bonus
• Health and wellness offerings
• Retirement plan