Are you passionate about creating an exceptional client experience?
Discover your opportunity with Mitsubishi UFJ Financial Group (MUFG), the 5th largest financial group in the world (as ranked by S&P Global, April 2018) with total assets of over $2.9 trillion (106.2 (JPY) as of March 30, 2018) and 150,000 colleagues in more than 50 countries. In the U.S., we're 13,000 strong, working together to positively impact every customer, organization, and community we serve. At Union Bank, we aim to be the premier and most-trusted West Coast bank, serving customers with high-touch, local delivery and global capabilities as we leverage our rich, 150-year history. This is all part of our inclusive, high-performing culture supported by competitive Total Rewards, including our cash balance pension plan. Join a team that's working to fulfill its vision to be the world's most trusted financial group.
The Wealth Strategies Analyst prepares analysis to support comprehensive and modular wealth plans for affluent business owners, corporate executives, families and individuals.
You would work with Wealth Strategists on the following:
You will organize and assess quantitative information and documents
You will identify and evaluate financial scenarios and alternatives
You will develop written recommendations
You will assist in the implementation and monitoring of strategies in conjunction with internal wealth specialists and external professionals
In addition, you will prepare sophisticated financial modeling and develop creative strategies using your vast knowledge in the areas of:
Equity risk management
Investment planning, insurance planning
Estate and charitable planning
Business succession planning
Union Bank, N.A.