The Bank of New York Mellon

Senior Principal, Wealth Manager

The Bank of New York Mellon
San Francisco, CA, USA
Full-TimeDepends on ExperienceSenior LevelMasters
Job Description

The Bank of New York Mellon is looking for an experienced Senior Principal, Wealth Manager to lead our team dedicated to providing personalized wealth management services to our clients. As a Senior Principal, Wealth Manager, you will be expected to possess in-depth knowledge of the wealth management industry, and the ability to provide comprehensive wealth management strategies to ensure our clients reach their financial goals. You must have exceptional interpersonal and customer service skills, as well as the ability to build strong relationships with clients. The successful candidate will also have a highly analytical and detail-oriented mindset to create innovative solutions and strategies for our clients.If you have a passion for helping others and the knowledge to provide them with sound financial advice, then this is the perfect role for you. We look forward to hearing from you!

Responsibilities:

  1. Develop and implement comprehensive wealth management strategies tailored to each client's individual needs and goals.
  2. Maintain detailed records of client accounts and transactions.
  3. Monitor the performance of investments and provide clients with monthly updates.
  4. Analyze financial data to identify investment opportunities and trends.
  5. Monitor changes in the financial markets and recommend new strategies as needed.
  6. Collaborate with internal teams to provide clients with financial advice and solutions.
  7. Provide exceptional customer service to clients and build strong relationships.
  8. Stay up to date with industry regulations and best practices.
  9. Ensure compliance with relevant laws and regulations.
  10. Develop and maintain a network of professional contacts to actively pursue new business opportunities.
Where is this job?
This job is located at San Francisco, CA, USA
Job Qualifications

  • Excellent Communication And Interpersonal Skills

  • Strong Organizational And Problem Solving Abilities

  • Proficiency In Ms Office

  • Knowledge Of Financial Regulations And Laws

  • Extensive Knowledge Of Banking And Financial Services

  • Solid Understanding Of Financial Planning And Investment Management Strategies

  • Ability To Develop And Implement Wealth Management Strategies

  • Experience In Sales

  • Business Development And Client Relations

Required Skills

  • Risk Management

  • Research

  • Project Management

  • Financial Planning

  • Performance Management

  • Strategy

  • Communication

  • Negotiation

  • Leadership

  • Compliance

  • Analytics

  • Market analysis

  • Client Relations

  • wealth management

  • Investment

Soft Skills

  • Communication

  • Conflict Resolution

  • Leadership

  • Time management

  • Interpersonal Skills

  • creativity

  • Organization

  • Teamwork

  • Adaptability

  • Problem-Solving

Compensation

According to JobzMall, the average salary range for a Senior Principal, Wealth Manager in San Francisco, CA, USA is between $136,902 and $232,403. This range is based on salary data collected from employers in the San Francisco area.

Additional Information
The Bank of New York Mellon is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based upon race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Required LanguagesEnglish
Job PostedJuly 10th, 2023
Apply BeforeJune 9th, 2026
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About The Bank of New York Mellon

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.

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