Truist Financial

Wealth Business Analyst

Truist Financial
Orlando, FL, USA
Full-TimeDepends on ExperienceSenior LevelMasters
Job Description

Welcome to Truist Financial, where we strive to help our clients achieve their financial goals and build long-term wealth. We are currently seeking a dedicated Wealth Business Analyst to join our team and drive the success of our wealth management business. As a Wealth Business Analyst, you will play a crucial role in identifying opportunities for growth, developing strategic plans, and enhancing our client experience. We are looking for someone with a strong analytical mindset, a passion for the financial industry, and exceptional communication skills. If you are ready to make a meaningful impact in the world of wealth management, we encourage you to apply.

  1. Conduct market research and analysis to identify potential growth opportunities for the wealth management business.
  2. Develop and implement strategic plans to improve the overall performance and success of the wealth management business.
  3. Collaborate with cross-functional teams to ensure alignment and execution of business strategies.
  4. Analyze financial data and provide insights to inform decision making and drive business growth.
  5. Monitor industry trends and competitor activity to identify potential risks and opportunities.
  6. Communicate effectively with team members, clients, and stakeholders to provide updates on business performance and initiatives.
  7. Identify and implement process improvements to enhance the client experience and increase efficiency.
  8. Develop and maintain strong relationships with clients to understand their needs and provide tailored solutions.
  9. Stay informed about regulatory changes and compliance requirements in the financial industry.
  10. Provide training and support to team members on new processes and business initiatives.
Where is this job?
This job is located at Orlando, FL, USA
Job Qualifications

  • Bachelor's Degree In Finance, Accounting, Or A Related Field

  • Minimum Of 3 Years Of Experience In Financial Analysis, Preferably In Wealth Management

  • Strong Understanding Of Investment Products And Financial Markets

  • Proficiency In Data Analysis And Financial Modeling

  • Excellent Communication Skills And Ability To Present Complex Financial Information To Stakeholders.

Required Skills

  • Financial Analysis

  • Data Analysis

  • Market Research

  • Business Development

  • Investment Strategy

  • Portfolio Management

  • Risk assessment

  • Regulatory compliance

  • Client Relations

  • wealth management

  • Asset allocation

  • performance tracking

Soft Skills

  • Communication

  • Conflict Resolution

  • Emotional Intelligence

  • Leadership

  • Time management

  • creativity

  • Teamwork

  • Positive Attitude

  • Adaptability

  • Problem-Solving

Compensation

According to JobzMall, the average salary range for a Wealth Business Analyst in Orlando, FL, USA is $60,000-$80,000 per year. This may vary depending on factors such as experience, education, and specific job duties.

Additional Information
Truist Financial is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based upon race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Required LanguagesEnglish
Job PostedJanuary 12th, 2024
Apply BeforeMay 22nd, 2025
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About Truist Financial

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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