Senior Business Analyst overseeing core systems migration and ensuring alignment between business needs and technical solutions in Chile. Leading collaboration between internal and technical teams.
About the role
- Wealth Management Analyst supporting advanced planning for High and Ultra-High Net Worth clients at Truist. Engaging in team activities to improve service, processes, and systems.
Responsibilities
- Supports Wealth relationship team in creating and delivering advanced planning advice to current and prospective High and Ultra-High Net Worth clients and prospects
- Engages in activities that help drive the enhancement of the overall planning group
- Create financial plans for Truist APG clients and prospects
- Develop and maintain expert level proficiency in relevant software and systems
- Exercise professional expertise in collaboration with teammates
- Communicate with teammates to improve and strengthen internal platforms and processes
- Adhere to financial planning process and protocols
- Actively participate in client meetings and/or conference calls
- Contribute to the creation of APG Team advice content, training, and peer & field development
Requirements
- At least one of the following: JD, LLM, MS in Taxation, MSFS, ChFC, CFP, CPA, CFA or equivalent advanced knowledge course of study
- Professional work experience with demonstrated competency in financial planning for affluent clients
- Strong, expert level technical knowledge of issues relating to financial planning including income tax, investments, debt management, retirement planning, employee benefits, stock options, insurance, and estate planning for High Net Worth clients in excess of $10 million
- Strong, expert-level ability to work independently, exercise professional judgement and discretion, and prioritize to manage workload
- Strong communication and relationship skills
- Strong computer software and related technical skills including relevant financial planning tools and Microsoft Office Suite
- Bachelor’s degree or equivalent education and related training
Benefits
- medical
- dental
- vision
- life insurance
- disability
- accidental death and dismemberment
- tax-preferred savings accounts
- 401k
- no less than 10 days of vacation
- 10 sick days
- paid holidays
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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