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Portfolio Manager II

Employer
BNY Mellon, Wealth Management
Location
San Francisco, California
Salary
competitive salary, bonus and benefits
Closing date
Apr 15, 2021

Job Details

The Wealth Manager II 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. The Wealth Manager II works with clients to design and implement asset allocation strategies and financial plans that meet their unique circumstances, risk tolerance, goals and objectives. S/He develops thoughtful strategies that enhance client service delivery while managing risk. The incumbent will work cooperatively within a team environment to harness all of the firm s resources on behalf of the client. Additionally, the Wealth Manager will collaborate on potential new business opportunities; and enhance and expand the firms relationships with Centers of Influence within the community. In partnership with Wealth Directors, Wealth Manager Fiduciary Specialists and Private Bankers, he/she will be responsible for developing current and future fee business.

The ideal candidate will have an undergraduate degree or equivalent work experience with 6-8 years of experience in the investment management industry. S/He should have experience successfully managing larger, more sensitive client relationships. Advanced degree or professional certification preferred.

 

Company

For more than two centuries, BNY Mellon Wealth Management has provided services to financially successful individuals and families, their family offices and business enterprises, planned giving programs, and endowments and foundations. It has $286 billion in total client assets, as of December 31, 2020, and an extensive network of offices in the U.S. and internationally. BNY Mellon Wealth Management, which delivers leading wealth advice across investments, banking, custody and wealth and estate planning, conducts business through various operating subsidiaries of The Bank of New York Mellon Corporation.

Company info
Telephone
6175490330
Location
555 Mission Street
San Francisco
CA
94105
US

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