Relationship Manager I - Family Office Job

• Company

  BNY Mellon

• Location

  USA-MA-Boston

• Remuneration

  Competitive

• Position Type

  Permanent

• Employment type

  Full time

• Updated

  02-Nov-2013

• eFC Ref no

  1301904

• Save this job
• Send to friend
• Print this job
• More Sharing ServicesShare

See Job Description

Relationship Manager I - Family Office (Job Number: 1316201)

Description

The Relationship Manager I will have responsibility for the administration of small-medium Family Office client relationships and will work closely with family offices, individual clients and their advisors. S/he will handle all administrative, fiduciary, multi-generational, accounting and tax issues on assigned accounts. S/He must also possess the technical and communication skills to enable him/her to participate in the sales process and service delivery for new Family Office relationships.

Qualifications

Bachelor's degree and at least 3-5 years of experience in the investment/fiduciary management industry.

Primary Location: Boston, MA, US
Internal Jobcode: 08291
Job: Wealth Management
Organization: FAMILY OFF & ADVISOR SOLUTIION-HR09666

• Apply online