The Associate Wealth Manager works with the Wealth Managers to provide comprehensive guidance to clients regarding investment, tax, banking, insurance, and trust and estate needs. This includes communicating the investment strategy directly to the client.
Additional responsibilities include, calculating wealth projections, recommending and executing portfolio rebalancing programs, verifying client objectives, analyzing investment performance and identifying opportunities to expand relationships. The incumbent may also have independent responsibility for managing some small client relationships. Qualifications The ideal candidate will have an undergraduate degree or equivalent work experience and at least 2-4 years of experience in the investment industry.
Progress towards an advanced degree or professional certification is expected. 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.
For over 230 years, the people of BNY Mellon have been at the forefront of finance, expanding the financial markets while supporting investors throughout the investment lifecycle. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments & safeguards nearly one-fifth of the world's financial assets.
BNY Mellon remains one of the safest, most trusted and admired companies. Every day our employees make their mark by helping clients better manage and service their financial assets around the world. Whether providing financial services for institutions, corporations or individual investors, clients count on the people of BNY Mellon across time zones and in 35 countries and more than 100 markets.
It's the collective ambition, innovative thinking and exceptionally focused client service paired with a commitment to doing what is right that continues to set us apart. Make your mark: bnymellon.com/careers.
As one of the nation's leading wealth managers, BNY Mellon Wealth Management is dedicated to helping individuals, families, planned giving programs, endowments, foundations and other institutions with all of their wealth and investment planning needs. By providing integrated products, services and solutions, we help them capitalize on opportunity while managing risk. Backed by more than two centuries of experience, we understand our clients' needs and deliver customized strategies to help them reach their goals.
BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer.
Minorities/Females/Individuals With Disabilities/Protected Veterans.
Primary Location: United States-Pennsylvania-Pittsburgh
Internal Jobcode: 01263
Job: Wealth Management
Organization: WM US Markets-HR14164
Requisition Number: 1813117
The Bank Of New York Mellon