Senior Associate, Wealth Manager
BNY Mellon
- Miami, FL
- Permanent
- Full-time
- Provides support to the Wealth Managers in managing, retaining and growing existing client relationships.
- Preparing balance sheets, calculating wealth projections, recommending and executing portfolio rebalancing programs, cash management, verifying client objectives and analyzing investment performance.
- May also have independent responsibility for managing some client relationships with the Wealth Advisory segment.
- Evaluates and pursues new business opportunities and client prospects, focusing on responsible business growth that is compliant of acceptable risk and profitable.
- Serves in a consultative role to prospects, advising UHNW and HNW parties on the best way to achieve their short- and long- term strategic objectives through the firm's solutions.
- Pursues clients and centers of influence with complex strategic needs and responsible for generating new revenue by way of increased flows and future fees.
- Frequent and regular/scheduled interaction with clients, including in-person client meetings.
- Serve as clients’ primary point of contact and are responsible for ensuring that all of WM’s resources are provided to clients in the Active Wealth framework.
- Preparing balance sheets, calculating wealth projections, recommending and executing portfolio rebalancing programs, cash management, verifying client objectives and analyzing investment performance.
- Utilizing technology and client's net worth statement to introduce BNY Mellon's capabilities and bringing insights to the Wealth Managers. Directly contributes to the team and personal goals.
- Bachelor’s degree or the equivalent combination of education and experience is required.
- Advanced/graduate degree preferred.
- 5+ years of total work experience preferred.
- Financial Services experience with a particular client type or product (Hedge, Pension, etc.) preferred as is prior experience in Relationship Management, Client Services or Account Management.
- Strong analytical and problem solving skills, experience working in a highly detail oriented environment, strong proficiency with Microsoft Office, proven verbal and written communication skills are also preferred.
- Fortune World’s Most Admired Companies & Top 20 for Diversity and Inclusion
- Bloomberg’s Gender Equality Index (GEI)
- Human Rights Campaign Foundation, 100% score Corporate Equality Index
- CDP’s Climate Change ‘A List’
- Forbes Blockchain 50