Senior Private Banking Executive for UHNW Growth

BNY Mellon; Atlanta (GA); On-site; USD 180,000 - 260,000; Full time

Job summary

BNY Mellon is seeking a Senior Vice President, Private Banking to lead strategic client relationships within Wealth Management. The role focuses on growing revenue, expanding the Center of Influence, and guiding clients through complex lending and advisory solutions in the US, with locations in Palm Beach, FL or Atlanta, GA.

You will collaborate with business partners to deliver tailored banking products, manage risk, and ensure exceptional client service while driving long-term wealth

Qualifications

• Bachelor's degree or the equivalent combination of education and experience is required.
• Formal credit training or equivalent experience preferred.
• Licenses such as Series 7 and 63 may be required by the business.

Responsibilities

• Develop and implement strategies to grow and retain client banking relationships.
• Build and leverage a Center of Influence network to generate new client opportunities.
• Advise clients on best paths to achieve short- and long-term objectives.
• Be the client's advocate and escalation point for satisfaction.
• Achieve organic growth and manage profitability for a large, complex portfolio.
• Coordinate with firm resources to address client needs and inform on market developments.

Skills

Relationship management

Client services

Strategic planning

Credit policy

Education

Bachelor's degree or equivalent

Series 7 & 63 licenses

Job description

BNY Mellon is seeking a Senior Vice President, Private Banking to lead strategic client relationships within Wealth Management. The role focuses on growing revenue, expanding the Center of Influence, and guiding clients through complex lending and advisory solutions in the US, with locations in Palm Beach, FL or Atlanta, GA.

You will collaborate with business partners to deliver tailored banking products, manage risk, and ensure exceptional client service while driving long-term wealth