Senior Wealth Management Associate
2 weeks ago
We are looking for a dedicated professional for the role of Senior Associate in Wealth Management at BNY Mellon. This position plays a crucial role in supporting Wealth Managers to maintain, enhance, and expand client relationships. The Senior Associate will report directly to a Wealth Manager in our Wealth Management division.
Key Responsibilities:
- Conducting financial analyses, preparing asset statements, forecasting wealth trajectories, and advising on portfolio adjustments and cash flow management.
- Under the direction of the Team Leader, the Senior Associate may independently manage select client relationships within the Wealth Advisory sector.
- Acting as a consultant to potential clients, providing guidance to ultra-high-net-worth (UHNW) and high-net-worth (HNW) individuals on achieving their financial goals through tailored solutions.
- Serving as the primary liaison for clients, ensuring they receive comprehensive support from all available Wealth Management resources.
- Leveraging technology and client financial statements to showcase BNY Mellon's capabilities and provide valuable insights to Wealth Managers.
- A degree or equivalent experience is required; an advanced degree is preferred.
- At least 5 years of relevant work experience is preferred, particularly in Financial Services with a focus on specific client types or products (e.g., Hedge Funds, Pensions) and prior experience in Relationship Management or Client Services.
- Exceptional analytical and problem-solving abilities, with a strong attention to detail and proficiency in Microsoft Office, along with excellent verbal and written communication skills.
BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer. We are committed to building a diverse and inclusive workforce.
Our goal is to create a global team that reflects the diversity of our clients and communities, empowering our employees to excel in their roles while supporting their well-being and work-life balance.
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