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Wealth Director
The Bank of New York Mellon
San Francisco, CA, United States
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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.
BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer.
Minorities/Females/Individuals With Disabilities/Protected Veterans.