Wealth Management, Strategy & Business Management Associate
Prepare and deliver monthly reports for Group Wealth Management Credit Council, Retail Wealth Segment for Group Wealth Management Business Council and Private Wealth Clients' Lombard utilization.Analyze and provide narratives for monthly financial performance.Consolidate data with stakeholders for monthly private and retail wealth strategy meetings.Ensure accurate and timely reporting for Private and Retail Wealth strategy meetings.Develop and manage an intranet to enhance workflow for the Private Wealth segment.Work with the robotics team to create a bot to automate searches for Private onboarding process.