Location
San Francisco
Job Type
Full-time
Posted
June 19, 2026
Job Description
*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 cl...
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 cl...