Private Relationship Specialist – Wealth Management Job recruitment

Private Relationship Specialist - Wealth Management (Job Number: 1110851)

BNY Mellon is a global financial services company focused on helping clients manage and service their financial assets, operating in 36 countries and serving more than 100 markets. BNY Mellon is a leading provider of financial services for institutions, corporations and high-net-worth individuals, providing superior asset management and wealth management, asset servicing, issuer services, clearing services and treasury services through a worldwide client-focused team. BNY Mellon is the corporate brand of The Bank of New York Mellon Corporation. Additional information is available at www.bnymellon.com.

Serving individuals and families as well as family offices, planned giving programs, endowments, foundations and other institutions, BNY Mellon Wealth Management offers exceptional resources, deep experience and highly skilled people to provide customized wealth management solutions. BNY Mellon Wealth Management is a leading wealth manager with offices throughout the U.S. and in Canada, Hong Kong, the U.K. and Cayman Islands.

Description

The incumbent manages the day to day banking relationship for an assigned portfolio of banking clients. Many of the assigned clients are high profile investment clients as well. Responsibilities include handling client inquires/requests; handling client transactions; verifying client documentation; coordinating KYC/AML processes and procedures for client portfolio; managing client money transfers activities; coordinating communication with the client; executing and managing any projects relative to client portfolios. Coordinates banking services with investment service for shared clients. Substantial independence in day to day management of, and decision making on, client service issues and opportunities.

Qualifications

Three plus years of banking experience, including deposit and loan processing desired, with 3-5 years experience in Private Banking desired. Knowledge of bank lending and credit policies and procedures. Strong communication skills, both verbal and written. Ability to handle difficult client situations and turn those situations into opportunities. Ability to handle multiple issues against short deadlines. Capable of managing assigned clients and tasks with minimal direction. Ability to make decisions and take actions independently within the policies and procedures of the corporation.

Primary Location: United States-USA-Illinois-Chicago
Internal Jobcode: 30092
Job: Wealth Management
Organization: Private Banking-HR06673