Elite HNW Relationship Manager: Trading & Wealth

Bank of America; East Providence (RI); On-site; USD 75,000 - 90,000; Full time

Benefits offered by this job

Industry-leading benefits

Paid time off

Incentive eligibility

Job summary

Bank of America in East Providence is looking for a qualified investment professional to manage high-net-worth clients. The role involves enhancing client experience and requires a solid understanding of advanced trading strategies.

Requires Series 7 and 66 licensing, with a focus on delivering exceptional client service while achieving performance goals in a collaborative environment. A comprehensive benefits package is also offered.

Qualifications

• Minimum 3 - 5 years of investment, trading, and brokerage experience required.
• Strong analytical and organizational skills are essential.

Responsibilities

• Manage a book of high net worth, self-directed clients.
• Delivers on asset growth and expands client relationships.
• Demonstrates knowledge of trading mechanics and margin regulations.

Skills

Investment and trading experience

Advanced trading strategies

Options knowledge

Fixed income experience

Analytical skills

Interpersonal skills

Education

Series 7 and 66 licensing

Job description

Bank of America in East Providence is looking for a qualified investment professional to manage high-net-worth clients. The role involves enhancing client experience and requires a solid understanding of advanced trading strategies.

Requires Series 7 and 66 licensing, with a focus on delivering exceptional client service while achieving performance goals in a collaborative environment. A comprehensive benefits package is also offered.