BNY Mellon Careers

Wealth Director III - International

San Francisco, California
Wealth Management


Job Description

The International Wealth Director will focus on selling BNY Mellon Wealth Management's investment services to high net worth individuals with international wealth aspects. This will be done primarily through face-to-face meetings and networking with various sources. S/he will achieve revenue goals, will be responsible for generating their own leads and will manage the sales process through closure. Once closed, the incumbent will be responsible for transition of day-to-day management of the client to designated Portfolio Officer. Potentially provide support to other Wealth Directors in sales pursuits and COI relationships, and may be asked to manage and enable development of junior associates.

Qualifications

The incumbent should possess 8+ years of related experience, preferably in financial services. Emphasis is given to experience in relationship sales. Successful candidates must be able to deal with international high net worth individuals, clients with investable assets of $2 million or more and/or large foundations and endowments, family offices or institutions with charitable planning giving needs. The sales process entails detailed analysis of complex financial situations in order to propose the appropriate services to the prospect and the prospect's advisors. Undergraduate degree or equivalent experience in preferred. Understanding of structure of how International Wealth Management firms operate. Preferable the individual is multilingual in the international communities they will service.



For over 230 years, the people of BNY Mellon have been at the forefront of finance, expanding the financial markets while supporting investors throughout the investment lifecycle. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments & safeguards nearly one-fifth of the world's financial assets. BNY Mellon remains one of the safest, most trusted and admired companies. Every day our employees make their mark by helping clients better manage and service their financial assets around the world. Whether providing financial services for institutions, corporations or individual investors, clients count on the people of BNY Mellon across time zones and in 35 countries and more than 100 markets. It's the collective ambition, innovative thinking and exceptionally focused client service paired with a commitment to doing what is right that continues to set us apart. Make your mark: bnymellon.com/careers.

As one of the nation's leading wealth managers, BNY Mellon Wealth Management is dedicated to helping individuals, families, planned giving programs, endowments, foundations and other institutions with all of their wealth and investment planning needs. By providing integrated products, services and solutions, we help them capitalize on opportunity while managing risk. Backed by more than two centuries of experience, we understand our clients' needs and deliver customized strategies to help them reach their goals.

BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer.
Minorities/Females/Individuals With Disabilities/Protected Veterans.


Primary Location: United States-California-San Francisco
Internal Jobcode: 03838
Job: Wealth Management
Organization: International WM-HR09765
Requisition Number: 1805822