Wealth Advisor for High-Net-Worth Clients

Bank of America Corporation; Wien; Presencial; EUR 63.000 - 108.000; Jornada completa

Descripción de la vacante

Bank of America's Merrill Wealth Management seeks a Financial Advisor to cultivate relationships with high-net-worth clients in Vienna. You will assess investment objectives, review goals, and prepare tailored recommendations, using Merrill's technology and the bank's resources to grow the business.

You will work in an in-office culture that emphasizes collaboration, professional development, and delivery of personalized wealth management solutions.

Formación

• Series 7 and 66 licenses required.
• Minimum of one year of investments industry experience.
• Minimum of one year in financial services or sales with goals met.
• Strong interpersonal and relationship-building skills.
• Effective written and verbal communication.
• Proven listening, needs assessment, and solution recommendation ability.
• Ability to collaborate with team and partners.
• Proficiency in MS Word, PowerPoint, and Excel.

Responsabilidades

• Handle inbound inquiries from leads regarding Merrill offerings.
• Position Merrill and Bank of America capabilities.
• Collect client profile data following KYC procedures to open accounts.
• Serve as interim Financial Advisor, providing investment recommendations.
• Document client interactions in Salesforce.

Conocimientos

Series 7 & 66 licenses

Investment knowledge

Financial services sales

Interpersonal skills

Communication skills

Active listening

Team collaboration

MS Word/PowerPoint/Excel

Educación

Bachelor's degree

High School Diploma

Herramientas

Salesforce

CRM software

Descripción del empleo

Bank of America's Merrill Wealth Management seeks a Financial Advisor to cultivate relationships with high-net-worth clients in Vienna. You will assess investment objectives, review goals, and prepare tailored recommendations, using Merrill's technology and the bank's resources to grow the business.

You will work in an in-office culture that emphasizes collaboration, professional development, and delivery of personalized wealth management solutions.