Elite HNW Relationship Manager: Trading & Wealth

Bank of America; Pennington (NJ); On-site; USD 75,000 - 90,000; Full time

Benefits offered by this job

Industry-leading benefits

Access to paid time off

Incentive plan participation

Job summary

Bank of America is looking for a professional in Pennington, NJ, to manage high-net-worth clients with complex trading needs. You will be their primary contact and work to drive asset growth while ensuring a superior client experience.

Ideal candidates will have 3-5 years in investment, required Series 7 and 66 licenses, and strong skills in decision-making, analysis, and interpersonal communication. The position offers a salary between $75,000 to $90,000, and comes with exceptional benefits.

Qualifications

• Minimum 3 - 5 years of investment, trading and brokerage experience required.
• Experience with advanced trading strategies, options, fixed income, and margin required.
• Strong decision-making skills with ability to manage risk and overall client experience.

Responsibilities

• Manage a book of high net worth clients and serve as their primary point of contact.
• Deliver on performance goals, driving asset growth and expanding client relationships.
• Demonstrate knowledge of trading mechanics, fixed income, margin and regulations.

Skills

Investment, trading and brokerage experience

Knowledge of trading mechanics

Analytical and organizational skills

Interpersonal skills

Education

Series 7 and 66 licensing

Tools

Account Management

Trading

Job description

Bank of America is looking for a professional in Pennington, NJ, to manage high-net-worth clients with complex trading needs. You will be their primary contact and work to drive asset growth while ensuring a superior client experience.

Ideal candidates will have 3-5 years in investment, required Series 7 and 66 licenses, and strong skills in decision-making, analysis, and interpersonal communication. The position offers a salary between $75,000 to $90,000, and comes with exceptional benefits.