Wealth Management Associate

Valley Bank; New York (NY); On-site; USD 100,000 - 175,000; Full time

Job summary

A leading bank is seeking a Wealth Management Associate to support high-net-worth clients and optimize their wealth management experience. Responsibilities include managing onboarding processes, performing analysis on client portfolios, and engaging proactively with clients to identify growth opportunities. This position offers competitive annual compensation and opportunities for professional growth.

Qualifications

• Entry-level position in wealth management with a focus on high-net-worth clients.
• Requires a Bachelor's Degree in Finance or similar fields.
• Strong analytical and client relationship skills essential.

Responsibilities

• Lead and manage the client onboarding process.
• Prepare client portfolio reviews and sales plans.
• Support client needs and escalate issues appropriately.

Skills

Client Relationship Management

Analytical Skills

Sales Acumen

Education

Bachelor's Degree in Finance or related field

Job description

Join to apply for the Wealth Management Associate role at Valley Bank

Join to apply for the Wealth Management Associate role at Valley Bank

The Associate, Wealth Management will be responsible for supporting and cultivating wealth management relationships and portfolios of high-net-worth clients and prospects and assist with the development and growth of business through engaging and utilizing the full capabilities of the firm. The role is an integral member of the advisory team and is responsible for delivering a consistent, positive client experience to help ensure all commitments are completed and delivered in a timely manner and additionally responsible for managing the processes associated with client onboarding, maintenance, securities transactions, and inquiries.

Responsibilities include but are not limited to:

• Lead and manage the client onboarding process and coordinate the process flow by partnering with internal business units.
• Use independent judgement and discretion while supporting client needs. Acts as the first point of escalation for problem resolution and proactively reaches out to clients to resolve reporting metrics issues to ensure a personalized client experience.
• Proactively identify potential opportunities for existing customers, including identifying clients who are potential candidates for specific products and services. Independently reach out to internal referrals to identify opportunities.
• Regularly perform analysis on client investment accounts to prepare client portfolio reviews and other materials for client meetings. Assist in developing sales plans for each client based on analysis of cash reports, upcoming maturity reports and other metrics to help grow business.
• Accompanies wealth sales professional on client calls as subject matter expert and primary client contact to provide information regarding service, operations, products, and technology platforms.
  
  

Other Responsibilities:

• Comply with all regulations pertaining to BSA, USA PATRIOT ACT, and OFAC. Complete annual BSA training. Report suspicions of criminal activity, or any attempt to avoid BSA reporting requirements on the part of customers or employees, to the AML/BSA Compliance Department. For supervisory positions, ensure BSA training requirements are completed by staff.
• All other duties as assigned.

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

• Industries

  Banking

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