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Vice President, Private Banking II
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- With 240 years of rich history and industry firsts, BNY Mellon has been built upon our proven ability to evolve, lead, and drive new ideas at every turn.
- As a leading wealth manager, BNY Mellon Wealth Management is focused on helping successful individuals and their families build, manage and sustain their wealth across generations and market cycles.
- Through a unique service model focused on five Active Wealth practices - Investing, Borrowing, Spending, Managing Taxes, Protecting Legacies - they help clients in the U.S. and abroad achieve stronger after-tax performance to help maintain their wealth over generations.
- Work with other relationship managers and/or marshal firm-wide resources (marketing, legal, compliance, etc.)
- Ensures client onboarding and/or risk management activities are conducted and captured (KYC, BAC, etc.)
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