U.S. Private Bank - AWM Program Analyst

Program Banker Analyst in the U.S. Private Bank supports an integrated team of bankers, investment specialists, capital advisors, and trust/estate experts to bring in and serve clients; opportunity to progress to Associate after the two-year Analyst Program. Responsibilities include devising customized financial strategies for existing and prospective clients, preparing pitch books and meeting materials, analyzing balance sheets and investment objectives to produce tailored recommendations, becoming proficient in proprietary models to propose solutions, conducting research and product development/prospecting, handling client inquiries and follow-up materials, and collaborating with team members while progressing in the role.