BNY Mellon Careers

IM EMEA, Head of Wealth Managers & Private Banks

London, United Kingdom

Job Description

Job Purpose:


The purpose of the role is to design and implement the Wealth Manager and Private Bank sales strategy for the UK & Ireland Intermediary team and to represent BNY Mellon and its Investment firms to the UK offices of the Global Key Accounts.  


Company Overview:


BNY Mellon Investment Management’s goal is to build and manage investment and wealth management strategies and solutions that address the ever-changing needs of our clients. Drawing on deep expertise, we collaborate with our clients to understand their needs and tailor our best ideas and resources to meet their specific requirements. As recognised pioneers of the multi-boutique model, BNY Mellon have some of the best investment ideas, from the finest investment minds, all in one place.


BNY Mellon Investment Management has over US$1.9 trillion AUM (as at 31 March 2018) and is the global investment management arm of BNY Mellon, one of the world’s largest global asset managers We provide investment management, investment services and wealth management that help institutions and individuals succeed in markets all over the world.


Key Responsibilities:

  • To build clear, structured and measurable plans for the key Wealth Managers and Private Banks in conjunction with the Head of UK Intermediary Sales.
  • To build clear, structured and measurable plans for the UK offices of the Global Key Accounts with the Head of European Intermediary Sales.
  • Delivery of the sales and revenue target for the Wealth Manager and Private Bank Channel, incorporating quarterly updates on strategy and results.
  • Development of relationships with senior executives, fund selectors, portfolio managers, analysts and researchers at the key Wealth Managers and Private Banks

  • Ensure close interaction with other members of the sales team to share best practice and provide feedback to members of the team with regional offices of the key Wealth Managers.

  • Retention of client assets
  • Develop good relationships within BNY Mellon
  • Develop and maintain relationships with key individuals at investment boutiques
  • Be responsible for feeding back to sales, marketing and management on industry trends and market intelligence in the Wealth Manager and Private Bank channel.

  • Work with the other Global Key Account leads in Switzerland, Asia Pacific and the US to help provide ongoing reporting and plans for the Global Key Accounts to the senior distribution leadership team.



Job Specific Competencies:

  • Relationship Management
  • Analytical Thinking
  • Personal Organisation

Technical Skills, Knowledge, Systems Knowledge (and associated skill level)

  • Strong Investment knowledge
  • Thorough knowledge of BNY Investment Products
  • Industry and  asset management awareness.

Academic/Professional Qualifications (or equivalent qualifiers)

  • Bachelor’s degree
  • IAC
  • CAIA


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:

As one of the world's leading investment management organizations and one of the top U.S. wealth managers, BNY Mellon Investment Management combines agility, insight and scale to create and deliver strategies and solutions to address our clients' needs. Encompassing BNY Mellon's investment management firms, wealth management organization and global distribution teams, we draw on deep expertise to collaborate with clients and tailor our best ideas and resources to meet their specific needs. We pride ourselves on providing dedicated service through our network of global professionals who have a deep understanding of local requirements. With our extensive experience in anticipating and responding to the investment and financial needs of the world's governments, pension plan sponsors, corporations, foundations, endowments, advisors, intermediaries, individuals and families, and family offices, BNY Mellon Investment Management is dedicated to helping clients reach their goals.

BNY Mellon is an Equal Employment Opportunity Employer.

Primary Location: United Kingdom-Greater London-London
Job: Sales/Marketing
Internal Jobcode: 51494
Organization: BNYM IM EMEA Ltd-HR14104
Requisition Number: 1809909