Family Wealth Advisor II

The Bank Of New York Mellon Boston , MA 02298

Posted 4 weeks ago

Incumbent will hold responsibility for engaging with prospects and/or clients whose investible assets exceed $20MM. The Family Wealth Advisor will work in partnership with regional PM's but will have direct accountability for advising our largest, most sophisticated and complex prospects/clients.

As shared owner for portfolio of +/-50 relationships, incumbent will have responsibility for developing relationship plan for each client and introducing new and/or expanded investment products and strategies where appropriate. These clients will typically exceed $20 million in investment assets and may span multiple regions. Incumbent will be part of the new business deal team, playing a key role in developing sales strategy and presenting our offering to prospective UHNW clients.

Will serve as the investment expert during the sales process and will stay directly involved with the client post close. May be called upon to represent the organization externally, either in print interviews or speaking at client and professional seminars.

Qualifications

Bachelors Degree. Advanced Degree (MBA, CFA, JD, Tax) preferred. 15 years experience. 15+ years preferred.

BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer.

Minorities/Females/Individuals With Disabilities/Protected Veterans.

Primary Location: United States-Massachusetts-Boston

Internal Jobcode: 31293

Job: Wealth Management

Organization: WM US Markets-HR14164

Requisition Number: 1912312



icon no score

See how you match
to the job

Find your dream job anywhere
with the LiveCareer app.
Mobile App Icon
Download the
LiveCareer app and find
your dream job anywhere
App Store Icon Google Play Icon
lc_ad

Boost your job search productivity with our
free Chrome Extension!

lc_apply_tool GET EXTENSION

Similar Jobs

Want to see jobs matched to your resume? Upload One Now! Remove
Wealth Management Private Bank Client Advisor Vice President Boston Massachusetts

Jpmorgan Chase & Co.

Posted 3 weeks ago

VIEW JOBS 10/23/2019 12:00:00 AM 2020-01-21T00:00 Wealth Management - Private Bank - Client Advisor - Vice President - Boston, Massachusetts Req #: 190053826 Location: Boston, MA, US Job Category: Relationship Management/Sales Job Description: JPMorgan Chase & Co. is a leading global financial services firm with assets of more than $2.4 trillion, over 240,000 employees and operations in over 60 countries. It operates across four business segments including Asset & Wealth Management, Corporate and Investment Banking, Commercial Banking and Consumer and Community Banking. J.P. Morgan Asset & Wealth Management advises institutions, endowments, foundations and families through Asset Management and Wealth Management. Our Wealth Management business includes J.P. Morgan Private Bank, J.P. Morgan Securities and Chase Wealth Management. J.P. Morgan Private Bank advises the world's wealthiest families and helps them achieve their desired goals. Our teams of Advisors deliver advice, solutions and services across investments, wealth planning, credit and banking to help clients build, preserve and manage their wealth over time. The U.S. Private Bank advises families across the U.S. through 45 offices and represents one of the largest growth opportunities for J.P. Morgan Chase & Co. In 2016, the U.S. Private Bank was recognized by Euromoney as the #1 Private Bank Overall in North America. Primary Function: As a Client Advisor at the J.P. Morgan Private Bank, you are responsible for advising families on building, preserving and managing their wealth. You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and drive new client acquisition. You will be part of a local team and supported by an institutional platform that has the resources, specialists and intellectual capital to help you advise clients on achieving their desired goals. The best Client Advisors are self-starters with a proven track record of success. They are skilled problem solvers who offer specialized advice to clients. For those with an entrepreneurial spirit, a tenacity to succeed and a passion for delivering world class service to our clients, this role is an exciting opportunity to further build your career. Our culture of performance, transparency and partnership is driven by objective, transparent goals and active teamwork to foster Advisor success. We are committed to helping you grow at all stages of your career. As a Client Advisor, you are expected to: * Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience * Drive business results and acquire new assets, both from existing client base and new client acquisition * Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs * Partner with internal specialists to provide interdisciplinary expertise to clients when needed * Connect your clients across all lines of business of J.P. Morgan Chase & Co. * Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach * Strictly adhere to all risk and control policies, regulatory guidelines and security measure * Energetic and entrepreneurial business builder who thrives and excels in a competitive industry * Proactive, takes initiative, and uses critical thinking to solve problems * Focuses on the client experience and works tirelessly on the client's behalf * Proven sales success and strong business acumen * Dynamic and credible professional who communicates with clarity and has exceptional presentation skills * Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their business * Strong community presence with an established network * Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts * Experience with and in-depth knowledge of the equity and fixed income markets and alternative investments, including Hedge Funds, Private Equity and Real Estate Position Requirements: * Six plus years of work experience; Private Banking or Financial Services industry preferred * Bachelors degree required; MBA, JD, CFA, or CFP preferred * Series 7 & 63 licenses required for position; however, unlicensed candidates considered but required to obtain licenses within 120 days of start date Jpmorgan Chase & Co. Boston MA

Family Wealth Advisor II

The Bank Of New York Mellon