Job Description
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.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.
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
BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer.
Minorities/Females/Individuals With Disabilities/Protected Veterans.
Our ambition is to build the best global team – one that is representative and inclusive of the diverse talent, clients and communities we work with and serve – and to empower our team to do their best work.
We support wellbeing and a balanced life, and offer a range of family-friendly, inclusive employment policies and employee forums.
Primary Location: United States-California-Los Angeles
Internal Jobcode: 01263
Job: Wealth Management
Organization: WM US Markets-HR14164
Requisition Number: 2108408