Portfolio Officer - Wealth Management Job
Company Name:
BNY Mellon
Portfolio Officer - Wealth Management (Job Number: 1407275)
BNY Mellon is a global investments company dedicated to helping its clients manage and service their financial assets throughout the investment lifecycle. Whether providing financial services for institutions, corporations or individual investors, BNY Mellon delivers informed investment management and investment services in 35 countries and more than 100 markets. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments. Additional information is available at .
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.
Description
A member of the team structure within Investment Management and Trust, the Senior Portfolio Officer has primary responsibility for assigned relationships. For the most part, these relationships are larger and sensitive. As a senior officer, the senior portfolio officer will work closely with the Team Leader to assist in managing the revenues and expenses of the team. The incumbent takes an active role in department-wide activities which lead to an enhancement of overall client service and increased productivity. The incumbent meets with clients to formulate account objectives and administrative requirements and maintains a continuous program of oral and written communication to verify client objectives and report on our performance in meeting these objectives. Also, he/she manages discrete projects division-wide. The incumbent must be able to articulate BNY Mellon's equity, fixed income, and investment process as well as the asset allocation process.
LI-FC1
Qualifications
The qualified candidate will have a Bachelor's or advanced degree with 6 - 8 years of experience in the investment/fiduciary management industry. S/He should have experience managing successfully larger, more sensitive client relationships. Specialized credentials: CFA, CFP, CTFA, and National Graduate Trust School.
We are an Equal Employment Opportunity/Affirmative Action Employer.
Minorities/Females/Individuals With Disabilities/Veterans
Primary Location: Greenwich, CT, US
Other Location: ,,
Internal Jobcode: 01259
Job: Wealth Management
Organization: Wealth Mgmt Tri-State US Mkts-HR09665
Req ID: 783241
Date: Wed, 04 06 2014 00:00:00 GMT
Country: US
State: CT
City: Greenwich
Postal Code: 06830
Locale: en_USEstimated Salary: $20 to $28 per hour based on qualifications.
BNY Mellon
Portfolio Officer - Wealth Management (Job Number: 1407275)
BNY Mellon is a global investments company dedicated to helping its clients manage and service their financial assets throughout the investment lifecycle. Whether providing financial services for institutions, corporations or individual investors, BNY Mellon delivers informed investment management and investment services in 35 countries and more than 100 markets. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments. Additional information is available at .
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.
Description
A member of the team structure within Investment Management and Trust, the Senior Portfolio Officer has primary responsibility for assigned relationships. For the most part, these relationships are larger and sensitive. As a senior officer, the senior portfolio officer will work closely with the Team Leader to assist in managing the revenues and expenses of the team. The incumbent takes an active role in department-wide activities which lead to an enhancement of overall client service and increased productivity. The incumbent meets with clients to formulate account objectives and administrative requirements and maintains a continuous program of oral and written communication to verify client objectives and report on our performance in meeting these objectives. Also, he/she manages discrete projects division-wide. The incumbent must be able to articulate BNY Mellon's equity, fixed income, and investment process as well as the asset allocation process.
LI-FC1
Qualifications
The qualified candidate will have a Bachelor's or advanced degree with 6 - 8 years of experience in the investment/fiduciary management industry. S/He should have experience managing successfully larger, more sensitive client relationships. Specialized credentials: CFA, CFP, CTFA, and National Graduate Trust School.
We are an Equal Employment Opportunity/Affirmative Action Employer.
Minorities/Females/Individuals With Disabilities/Veterans
Primary Location: Greenwich, CT, US
Other Location: ,,
Internal Jobcode: 01259
Job: Wealth Management
Organization: Wealth Mgmt Tri-State US Mkts-HR09665
Req ID: 783241
Date: Wed, 04 06 2014 00:00:00 GMT
Country: US
State: CT
City: Greenwich
Postal Code: 06830
Locale: en_USEstimated Salary: $20 to $28 per hour based on qualifications.
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