Principal, Wealth Manager

The Bank of New York Mellon is looking for an experienced and professional Principal, Wealth Manager to join our talented team. The successful candidate should have a deep knowledge of the wealth management industry, a passion for client relationships, and an eye for detail. This role will require excellent communication and organizational skills, a high level of integrity and discretion, and a commitment to delivering exceptional customer service. If you possess the necessary qualifications and have a drive to succeed, we want to hear from you.

Responsibilities:

1. Develop and maintain relationships with new and existing clients, ensuring their wealth management needs are met.
2. Provide expert advice and guidance on financial planning, investments, and risk management.
3. Monitor client portfolios and provide timely updates and risk management strategies.
4. Develop and implement customized strategies and plans to meet individual client needs.
5. Provide timely and accurate information to clients about their investments and portfolios.
6. Stay abreast of industry trends and regulatory changes.
7. Analyze financial information to identify risks and opportunities for growth and improvement.
8. Maintain detailed records of client interactions and transactions.
9. Create and deliver presentations to clients outlining investment options and strategies.
10. Monitor client accounts and ensure compliance with applicable laws and regulations.
11. Build and maintain relationships with external partners, such as lawyers, tax advisors, and other wealth management professionals.
12. Participate in training and development activities to stay up-to-date on the latest trends in the wealth management industry.

According to JobzMall, the average salary range for a Principal, Wealth Manager in Boston, MA, USA is $91,000 - $176,000 per year. This range can vary depending on the experience of the individual, the size of the company they work for, and the industry they are in.

The Bank of New York Mellon Corporation is an American worldwide banking and financial services holding company headquartered in New York City. Bank of New York was established in 1784. BNY Mellon was formed with the merger of The Bank of New York and the Mellon Financial Corporation.