Wealth Management

3 days ago


Dubai, United Arab Emirates BNY Mellon Full time

Overview

BNY Mellon’s Client Strategist Accelerated Development (Cornerstone) Program is a great opportunity for professionals with a financial services sales/business development background to take their career to the next level. Cornerstone is a two-year comprehensive sales development program where the individual will gain the skills, knowledge, and experience to ultimately offer BNY Mellon Wealth Management's full suite of services to high-net worth individuals primarily through face-to-face meetings and networking with various centers of influence. At the completion of the two-year program, you will be expected to achieve revenue goals, generate leads, and manage the sales process through to closure.

**As a member of our Cornerstone Program you will receive**:
Education - Develop skills and knowledge to focus on Leading with Advice and selling BNY Mellon Wealth Management’s services to high‑net worth individuals. The program provides tools to boost efficiency and effectiveness, including the opportunity to earn the CFP and Cannon Certified Wealth Strategist designations.
Exposure - Local partners (regional management, Client Strategist mentor, Wealth Manager partner) provide opportunities to network and observe sales activities. Access to global sales coach, senior leadership, the Program Director and Talent & Development resources.

5+ years of related experience, preferably in financial services, or equivalent advanced degree
Must be able to engage with high-net-worth individuals - client with investable assets averaging over $10 million
Responsible for identifying and building high-quality relationships within the high-net-worth market
Very organized with high attention to detail



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