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Senior Associate, Wealth Manager
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- Associate Wealth Manager, Wealth Management We’re seeking a future team member for the role of Associate Wealth Manager, to join our team within BNY Wealth Management.
- The Associate Wealth Manager provides support to the Wealth Managers in managing, retaining and growing existing client relationships and the position reports to one of our Wealth Managers in our Los Angeles Wealth Management office.
- In this role, you’ll make an impact in the following ways: Preparing balance sheets, calculating wealth projections, recommending and executing portfolio rebalancing programs, cash management, verifying client objectives and analyzing investment performance.
- At the guidance of the Team Leader, the Associate Wealth Manager may also have independent responsibility for managing some client relationships with the Wealth Advisory segment.
- Serve as clients’ primary point of contact and are responsible for ensuring that all of WM’s resources are provided to clients in the Active Wealth framework.
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