Bilingual Financial Solutions Advisor - Mandarin

Bank of America; New York (NY); On-site; USD 65,000 - 90,000; Full time

Job summary

Bank of America in New York is seeking a client-focused financial advisor to help clients reach their financial goals through tailored solutions, including brokerage products and banking services. You will triage leads, refer to partners based on needs and assets, and meet with clients to review goals and recommend products.

Applicants should pursue required licenses, cultivate client relationships, and manage multiple tasks in a fast-paced environment while maintaining a client-first focus.

Qualifications

• Aptitude in obtaining required industry licenses.
• Self-discipline in managing time and capacity.
• Experience cultivating client relationships and assessing needs.
• Demonstrates a results-driven mindset in a fast-paced environment.
• Executes multiple tasks simultaneously.
• Learns and adapts to new technology or applications.

Responsibilities

• Plans clients' short- and long-term financial goals with brokerage products and banking solutions.
• Recommends banking and investments strategies aligned with client goals.
• Triages client requests and refers to internal service providers based on asset thresholds; mitigates risk.
• Identifies and engages potential new clients through referrals or center clientele.

Skills

Client Experience

Investment Management

Portfolio Management

Risk Management

Executive Presence

Oral Communications

Client Solutions Advisory

Referral Management

Business Acumen

Education

High School Diploma/GED

Bachelor's degree

Job description

Bank of America in New York is seeking a client-focused financial advisor to help clients reach their financial goals through tailored solutions, including brokerage products and banking services. You will triage leads, refer to partners based on needs and assets, and meet with clients to review goals and recommend products.

Applicants should pursue required licenses, cultivate client relationships, and manage multiple tasks in a fast-paced environment while maintaining a client-first focus.