Date Posted: 09/01/2026
Hiring Organization: Rose International
Position Number: 506710
Industry: Financial Services
Job Title: Private Wealth Management Analyst - Private Banking
Job Location: Clayton, MO, USA, 63105
Work Model: Hybrid
Work Model Details: 3 days in office, 2 remote.
Shift: Monday-Friday normal business hours
Employment Type: Temporary
FT/PT: Full-Time
Estimated Duration (In months): 3
Min Hourly Rate($): 21.00
Max Hourly Rate($): 21.00
Must Have Skills/Attributes: Account Analysis, Banking/Financial, Customer Service
Experience Desired: Experience supporting Private Wealth Management, Private Banking, Wealth Management, or Financial Ad (1+ yrs); Strong customer service and phone support skills (1+ yrs)
Required Minimum Education: High School Diploma or equivalent
Preferred Education: Bachelor’s Degree
**C2C is not available**
Job Description
Required Education:
• HS Diploma or equivalent
Preferred Education:
• Bachelor's degree
Required Qualifications:
• Up to three years of related experience
• 1–3 years of experience supporting Private Wealth Management, Private Banking, Wealth Management, or Financial Advisory clients, preferably in a bank or financial-services environment.
Responsibilities:
• Private Wealth Management (PWM) Analysts have shared responsibility for soliciting, developing, managing, and retaining client relationships for PWM Private Banking
• Position is focused on honing the technical aspects of a given specialty area and developing the superior client-facing skills needed to become an Associate Advisor
• On-the-job training will focus on teaching the Analyst the technical aspects of Private Banking
• Will be responsible for retention, development, and growth of high-net-worth relationships by creating prospecting strategies and research, pipeline management, and identifying new business opportunities that may be acted on with the general oversight of a Private Banker
• Provides Private Bankers with in-depth analysis of client financial statements using appropriate financial planning analyses, tools, and materials to recommend strategies to prospects and clients to promote growth.
- **Only those lawfully authorized to work in the designated country associated with the position will be considered.**
- **Please note that all Position start dates and duration are estimates and may be reduced or lengthened based upon a client’s business needs and requirements.**
Benefits:
For information and details on employment benefits offered with this position, please visit here. Should you have any questions/concerns, please contact our HR Department via our secure website.
California Pay Equity:
For information and details on pay equity laws in California, please visit the State of California Department of Industrial Relations' website here.
Rose International is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, sexual orientation, gender (expression or identity), national origin, arrest and conviction records, disability, veteran status or any other characteristic protected by law. Positions located in San Francisco and Los Angeles, California will be administered in accordance with their respective Fair Chance Ordinances.
If you need assistance in completing this application, or during any phase of the application, interview, hiring, or employment process, whether due to a disability or otherwise, please contact our HR Department.
Rose International has an official agreement (ID #132522), effective June 30, 2008, with the U.S. Department of Homeland Security, U.S. Citizenship and Immigration Services, Employment Verification Program (E-Verify). (Posting required by OCGA 13/10-91.).
It was great working for Rose International. Everyone was extremely helpful.
Rosann, Consultant
My on-boarding with Rose was outstanding. The packets of information, the process, and great attention to detail each person gave me allowed me to get started quickly.I appreciated each person's friendly and helpful attitude.
Diana, Consultant
Rose International was not only attentive and responsive, but they were very professional and helpful whenever I called or needed any assistance.
Diane, Consultant
Rose is an assembly of people grounded in honesty, truth and dignity for all of its employees and contractors.
Samba, Consultant
Each time I contacted Rose, I was completely satisfied with the great attention and customer service I received. Each person was extremely knowledgeable and patient with my concerns or questions.
Diana, Consultant
EMPLOYEE COMMENTS