Wealth Business Analyst
Are you a strategic thinker with a passion for financial analysis? Do you have a keen eye for identifying opportunities to drive growth and increase profitability? Truist Financial is seeking a Wealth Business Analyst to join our dynamic team. In this role, you will play a critical role in analyzing and interpreting data to inform business decisions and optimize our wealth management strategies. The ideal candidate will have a strong background in finance, excellent analytical skills, and a drive to continuously improve and innovate. Join us in shaping the future of wealth management at Truist Financial.
- Analyze financial data and market trends to identify opportunities for growth and increased profitability in the wealth management sector.
- Provide strategic insights and recommendations based on data analysis to inform business decisions and drive the company's wealth management strategies.
- Collaborate with cross-functional teams, including finance, marketing, and sales, to develop and implement innovative strategies for wealth management.
- Monitor and track the performance of wealth management initiatives, and provide regular reports to senior management.
- Conduct in-depth financial analysis and modeling to support business planning and forecasting.
- Stay updated on industry developments and best practices in wealth management to continuously improve and innovate our strategies.
- Develop and maintain financial models and tools to assist with budgeting, forecasting, and decision-making.
- Communicate complex financial information and analysis in a clear and concise manner to both technical and non-technical stakeholders.
- Identify and assess potential risks and opportunities in the wealth management sector, and develop contingency plans to mitigate risks and capitalize on opportunities.
- Collaborate with IT teams to optimize data collection, analysis, and reporting processes.
- Train and mentor team members on financial analysis techniques and tools.
- Ensure compliance with all relevant laws, regulations, and internal policies in all financial analyses and strategies.
Bachelor's Degree In Finance, Accounting, Or A Related Field.
Excellent Communication And Interpersonal Skills.
Minimum Of 3 Years Of Experience In Financial Analysis Or Wealth Management.
Strong Analytical And Problem-Solving Skills.
Knowledge Of Financial Industry Regulations And Compliance Requirements.
Risk Management
Financial Analysis
Strategic Planning
Communication Skills
Project Management
Data Analysis
Market Research
Portfolio Management
Client Relationship Management
Problem-Solving
Investment planning
Financial
Communication
Conflict Resolution
Emotional Intelligence
Leadership
Time management
creativity
Organization
Teamwork
Adaptability
Problem-Solving
According to JobzMall, the average salary range for a Wealth Business Analyst in Richmond, VA, USA is $60,000 - $90,000 per year. This may vary depending on the specific company, job responsibilities, and experience level of the individual.
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Truist Financial Corporation is an American bank holding company headquartered in Charlotte, North Carolina. The company was formed in December 2019 as the result of the merger of BB&T and SunTrust Banks.
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