Private Bank Analyst

Location: Toledo, Ohio, United States; office-based

Company

hirify.global provides private banking and financial services to high-net-worth clients.

What you will do

• Work closely with the Portfolio Manager on client household relationships.
• Learn investment management, portfolio management, sales, and service capabilities.
• Develop strong client service and relationship management skills.
• Collaborate with specialty professionals to deliver comprehensive Private Bank services.
• Learn and apply compliance requirements.
• Become proficient in Microsoft, Morningstar, FactSet, Invest Edge, and CRM software.

Requirements

• Bachelor’s degree.
• At least one year of experience in banking or finance.
• Must be currently authorized to work full-time in the United States.
• Ability to communicate effectively and work collaboratively in a team environment.

Nice to have

• Experience working with high-net-worth banking customers.
• Demonstrated ability to build strong customer relationships.
• Financial advisory or sales experience involving banking, investment, or insurance products and services.
• Professional demeanor.

Culture & Benefits

• Office-based workplace designed to support collaboration and strong professional connections.
• Some positions may be eligible for flexible work arrangements; specific arrangements are determined by the hiring team.
• Equal Opportunity Employer.
• Tobacco-free hiring practice.