• Work as part of a PWM team to support and implement
wealth management strategies for PWM clients
• Develop and prepare presentations for existing and prospective clients
• Analyze portfolios for risk and return characteristics
• Keep abreast of the latest events in the financial markets
and relay research and market views to Private Wealth
Advisors and Team
• Work in conjunction with various product groups within
Investment Management to respond to client needs
• Execute portfolio rebalancing and trades
• Provide exceptional client service and team support
Resolve ad-hoc client queries
• Keep management systems up-to-date with client
information
• Plan/organize team marketing events and maintain
marketing materials