Wealth Business Analyst
At Truist Financial, we pride ourselves on being a leader in the financial services industry, providing our clients with exceptional wealth management solutions. As a Wealth Business Analyst, you will play a crucial role in analyzing and interpreting data to drive strategic decisions that will directly impact the success of our wealth management business. We are seeking a highly motivated and detail-oriented individual with a strong background in financial analysis and a passion for delivering exceptional results. If you thrive in a fast-paced and dynamic environment and possess the necessary qualifications, we invite you to take the next step in your career with us.
- Conduct thorough analysis of financial data and market trends to identify opportunities for growth and improvement in the wealth management business.
- Utilize various analytical tools and methods to develop insights and recommendations for strategic decisions.
- Collaborate with cross-functional teams including sales, marketing, and operations to gather and analyze data and develop strategies.
- Prepare and present reports and presentations to senior management and stakeholders to communicate findings and recommendations.
- Monitor industry developments and market trends to stay informed and make proactive adjustments to strategies.
- Identify and track key performance indicators (KPIs) to measure the success and effectiveness of wealth management initiatives.
- Develop and maintain financial models and forecasting tools to support business planning and decision-making.
- Work closely with the finance team to ensure accurate and timely reporting of financial data.
- Identify process improvement opportunities and work with teams to implement solutions for increased efficiency and effectiveness.
- Stay updated on industry regulations and compliance requirements to ensure adherence and mitigate risk.
Bachelor's Degree In Finance, Accounting, Economics, Or Related Field.
Minimum Of 3-5 Years Of Experience In Financial Analysis, Preferably In The Wealth Management Industry.
Strong Analytical And Problem-Solving Skills With The Ability To Interpret Complex Financial Data.
Proficiency In Financial Analysis Software And Tools, Such As Excel, Bloomberg, And Thomson Reuters.
Excellent Communication And Interpersonal Skills, With The Ability To Effectively Collaborate With Cross-Functional Teams And Present Findings To Senior Management.
Financial Analysis
Strategic Planning
Financial Planning
Data Analysis
Market Research
Business Development
Portfolio Management
Risk assessment
Client Relations
wealth management
performance tracking
Investment Strategies
Communication
Conflict Resolution
Customer Service
Emotional Intelligence
Leadership
Problem Solving
Time management
creativity
Teamwork
Adaptability
According to JobzMall, the average salary range for a Wealth Business Analyst in Winston-Salem, NC, USA is $65,000 - $90,000 per year. This salary range may vary depending on factors such as experience, education, and specific job responsibilities.
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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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