Lead relationship manager for ultra-high net worth clients
Drive client meetings and new business development
Oversee team coverage model for comprehensive solutions
Serve as the lead relationship manager and primary point of contact for ultra-high net worth client relationships
Job Summary
Serve as the lead relationship manager and primary point of contact for ultra-high net worth client relationships.
Develop and execute client strategies across wealth advisory, financial planning, banking, trust, and other related solutions.
BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy.
Matching Summary
Serve as the lead relationship manager and primary point of contact for ultra-high net worth client relationships.
Salary
Base: $136,500 - $350,000; Bonus/Equity: commission earnings, discretionary bonuses, short and long-term incentive packages; Benefits: generous paid leaves, including paid volunteer time
Skills & Requirements
Must-have
Lead relationship manager for ultra-high net worth clients
Drive client meetings and new business development
Oversee team coverage model for comprehensive solutions
Develop and execute client strategies
Deliver active wealth management services
Nice-to-have
Bi-lingual capabilities and cultural nuances helpful
Guidance and mentorship to less experienced leads
Bold ideas meet advanced technology
Key Requirements
Bachelor’s degree or equivalent combination of education and experience
12+ years of total work experience preferred
Applicable local/regional licenses or certifications
Strong understanding of relevant marketplace and competitive landscape