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Mellon Private Wealth Management Work Values
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Daily Duties at Mellon Private Wealth Management:
Ensured that all client financial matters were conducted in accordance with governing documents by analyzing and adhering to document parameters and understanding applicable laws. * Worked with a team of Portfolio Managers and Portfolio Administrators to manage client relationships including personal, estate, and charitable trusts as well as limited partnerships, institutional and individual investment management accounts * Ensured accounts were administered in accordance with governing instrument and accepted fiduciary principals * Worked with senior portfolio managers to ensure that asset allocation and account holdings are aligned with client needs and objectives
What they like about Mellon Private Wealth Management:
Organizations with strong, centralized leadership are particularly attractive to you. You require a work environment with leadership that aggressively seeks to expand and grow the business and does so in a visible and decisive manner. In general you prefer to work in an environment in which there is a strong link between leadership, its actions, and a strong set of company-wide values.
Tags
business planning, capital markets, market research, market analysis, business analysis, venture capital/private equity
Skills
Information about Mellon Private Wealth Management
Company Rank: Not Available
Average length of employment : 2 years
Average salary of employees: $57,500
These are some of the questions we asked our climbers about their experiences with Mellon Private Wealth Management:
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| Were your performance expectations clearly communicated? | 0.0 |
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| Did you feel like your personal contribution was important? | 0.0 |
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| Was your career path clearly outlined and discussed? | 0.0 |
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| I would recommend this as a place of employment. | 0.0 | |
| I believe in the purpose of this organization. | 0.0 | |
| I would work for this organization again. | 0.0 | |
| I feel employees are fairly compensated. | 0.0 |
