BNY Mellon Wealth Manager I WMS in Philadelphia, Pennsylvania

Reference #: 1714859 The Wealth Manager I, WMS will be the trusted advisor to our Wealth Management Select fiduciary and agency clients. The incumbent will be the sole manager assigned to these client relationships and will be required to have the technical skills and knowledge necessary to handle all administration issues as well as management of the investment portfolio. S/He will look for revenue opportunities while eliminating/reducing expenses/charge-offs in their own book of accounts. The incumbent will be expected to assess, identify and address risk related to BNY Mellon's role as a fiduciary in addition to interacting directly with clients/beneficiaries to address questions and resolve outstanding issues. Qualifications The ideal candidate will have a Bachelor's degree or equivalent work experience. S/He will have at least 3-5 years of experience in the investment and fiduciary management industry or equivalent work experience. Progress towards an advanced degree or CFA is preferred. 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 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 ... For full info follow application link. BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer. Minorities/Females/Individuals With Disabilities/Protected Veterans.