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The incumbent provides support to Senior Portfolio Officers with responsibility for management of assigned client relationships within the International Wealth Management Group. The incumbent may assist in all aspects of prospect and client relationships including proposal preparation, client onboarding, portfolio reviews and account administration. Account relationships may include personal trusts, agency, estate, charitable, and private investment company accounts.
Qualifications Bachelor's degree preferred or equivalent work experience. Knowledge of investments/securities preferred. CFP or CTFA a plus. Spanish or Chinese language skills a plus. BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer. Minorities/Females/Individuals With Disabilities/Protected Veterans.
Primary Location: United States-New York-New York Internal Jobcode: 02292 Job: Wealth Management Organization: International WM-HR09765 Requisition Number: 2000741