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Vice President, Private Banking Ii
3 months ago
**_Bring your ideas. Make history. _**
BNY Mellon offers an exciting array of future-forward careers at the intersection of business, finance, and technology. We are one of the world's top asset management and banking firms that manages trillions of dollars in assets, custody and/or administration. Known as the “bank of banks” - 97% of the world’s top banks work with us as we lead and serve our customers into the new era of digital.
With 240 years of rich history and industry firsts, BNY Mellon has been built upon our proven ability to evolve, lead, and drive new ideas at every turn. Today, we’re approximately 50,000 employees across 35 countries with a culture that empowers you to grow, take risks, experiment and be yourself. This is what **#LifeAtBNYMellon **is all about.
As a leading wealth manager, BNY Mellon Wealth Management is focused on helping successful individuals and their families build, manage and sustain their wealth across generations and market cycles. Through a unique service model focused on five Active Wealth practices — Investing, Borrowing, Spending, Managing Taxes, Protecting Legacies — they help clients in the U.S. and abroad achieve stronger after-tax performance to help maintain their wealth over generations.
We’re seeking a future team member for the role of Vice President, Private Banking II to join our Wealth Management team. This role is located in Los Angeles, CA.
In this role, you’ll make an impact in the following ways:
- Independently develop and implement the strategic plan for managing and growing client banking relationships with a focus on revenue growth and retention.
- Will work with Line of Business colleagues in developing and broadening client relationships.
- Serves in a consultative role to the client, advising on the best way to achieve short
- and long
- term strategic objectives.
- Has developed core understanding of the business, its strategy and its products/services.
- Is the client's advocate and may serve as the ultimate escalation point for client satisfaction.
- The incumbent is responsible for attainment of business targets.
- This position is intended for experienced commercial and/or private bankers with a proven track record of successful business and relationship development.
- Consult with clients on their strategic vision and how the firm can help them achieve that vision.
- Promote firm services/product offerings that solve client challenges and achieve account growth.
- Research client issues and bring to resolution.
- May be assigned as owner/expert of a particular process or product.
- Conduct frequent and regular check-ins with assigned clients, ensuring their continued satisfaction and strategic alignment with firm services/product offerings.
- Continually evaluate client needs and ensure sustained client engagement.
- Develop, track and report on relationship strategy/results for assigned client portfolio.
- Work closely with business development teams to ensure relationship management strategy is executed by account management and client service teams.
- Keep abreast of client account activity occurring throughout the firm and may serve as the ultimate escalation point for client satisfaction.
- Conduct service review meetings and assist in client training, sharing of market information/experience.
- Will prospect new clients in a similar industry or segment of existing clients.
- Work with other relationship managers and/or marshal firm-wide resources (marketing, legal, compliance, etc.) to ensure client needs are being addressed and to proactively inform clients of industry developments or firm thought leadership.
- Ensures client onboarding and/or risk management activities are conducted and captured (KYC, BAC, etc.)
- In some regional/local markets may manage relationships with regulators directly.
- Research and analyze the business environment of assigned clients, industry trends and competitor services/ offerings.
- No direct reports; provide guidance to less experienced Private Bankers as needed.
- Responsible for achievement of organic, incremental growth (revenue, asset) goals within assigned client portfolio.
- Manages overall relationship profitability of clients; may receive advice and coaching from senior team members/management.
To be successful in this role, we’re seeking the following:
- Bachelor’s degree or the equivalent combination of education and experience is required.
- Advanced/graduate degree preferred.
- Successful completion of a formal credit training program or equivalent work experience required.
- 5-7 years of relevant work experience preferred.
- Financial Services experience with a particular client type or banking product required and an understanding of credit policies and underwriting procedures.
- Prior experience in Relationship Management, Client Services or Account Management required.
- Applicable local/regional licenses (Series 7 and 63 licenses) or certifications as re
