AWM, Private Bank, Deposits Specialist, Associate- Dallas

Job description

OUR IMPACT: The Private Bank (PB) is a business unit of the Asset and Wealth Management Division (AWM) that provides tailored banking and lending products, such as deposits, bank loans, mortgages and margin financing, to high net worth clients of the firm’s global Wealth Management businesses. This role is on the Private Bank’s Deposit Team will work cross-functionally with internal partners and external clients to deliver on deposit balance and revenue goals. HOW YOU WILL FULFILL YOUR POTENTIAL: We are looking for an Associate to join the Private Bank Deposits Team. New joiner will be an integral part of team responsible for daily management of the PB deposits business including deposit pricing and risk analytics, marketing the product and special promotions to advisors and client, developing and executing new product strategy, and managing the business day to day. Pricing & Analytics: - Conduct daily and ad hoc pricing and risk analysis to inform standard and exception deposit pricing on an ongoing basis including transaction specific deposit product pricing, e.g., trading term deposits and partnering with advisors to win new assets - Perform regular business projections and mark...