Monday, December 14, 2015

Sr Wealth Mgr, Wealth Mgt, BNY Mellon – Newport Beach

Senior Wealth Manager, Wealth Management, BNY Mellon  Newport Beach

The Senior Wealth Manager serves as the trusted advisor to our high net worth clients and their families.  In this role, the incumbent provides comprehensive guidance to their clients regarding investment, trust and estate, insurance, tax and banking needs.  Senior Wealth Directors work with clients to design and implement asset allocation strategies and financial plans that meet their unique circumstances, risk tolerance, goals and objectives.  The ideal professional develops thoughtful strategies which enhance client service delivery and manage risk, as well as will work cooperatively within a team environment to harness all of the firm’s resources on behalf of the client.  Additionally, the Senior Wealth Manager will collaborate on potential new business opportunities; and enhance and expand the firm’s relationships with Centers of Influence within the community.  In partnership with Wealth Directors, Wealth Manager – Fiduciary Specialists and Private Bankers, this role requires developing current and future fee business.
·         Bachelor's degree or equivalent work experience with 8+ years of equivalent experience in the investment management industry
·         Advanced degree or professional certification is expected
·         Prior experience managing large and complex family relationships preferred
·         Passion for financial markets, including proven agility and intellectual rigor to have seen multiple market cycles
·         Strong technical proficiency in Bloomberg and intellectual flexibility to learn new propriety systems which support client portfolio needs
·         Excellent communication skills, both verbal and written
·         Gravitas to liaise across the spectrum with the most sophisticated clients to those with a basic understanding of financial assets and liabilities
·         Outstanding judgment on when and how to adjust professional style to a variety of audiences

BNY Mellon
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:
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.

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