Elite Wealth Relationship Manager for HNW Clients

Bank of America; Fort Worth (TX); On-site; USD 75,000 - 90,000; Full time

Benefits offered by this job

Benefits eligible

Job summary

Bank of America is seeking a capable investment professional to manage a high net worth book, serving as the primary contact for trading and servicing needs. The role emphasizes growth, strategic product penetration, and delivering superior client experiences across a broad set of wealth management services.

You will operate with knowledge of trading mechanics, fixed income and options, while aligning with GWIM and US Trust teams to deliver an integrated, world-class client relationship model.

Qualifications

• Minimum 3-5 years of investment, trading and brokerage experience required.
• Experience with advanced trading strategies, options, fixed income, and margin required.
• Series 7 and 66 licensing required.

Responsibilities

• Manages a book of high net worth, active self-directed clients and serves as primary point of contact for all of the clients' trading and servicing needs.
• Delivers on performance goals, such as driving asset growth and expanding client relationships through product penetration.
• Takes a client-focused approach by being a reliable expert on the client's most complex trading, servicing, and relationship needs and elevating to the status of a trusted counterpart, ultimately winning wallet share.
• Demonstrates knowledge of trading mechanics, fixed income, options, margin, and margin regulations.
• Executes a disciplined approach to all business development strategies and goals to achieve business growth, while focusing on the client experience.
• Develops knowledge of internal policies, procedures, and processes to ensure flawless execution of the most complex trading strategies.

Skills

Investment experience

Trading experience

Brokerage experience

Client relationship skills

Risk management

Job description

Bank of America is seeking a capable investment professional to manage a high net worth book, serving as the primary contact for trading and servicing needs. The role emphasizes growth, strategic product penetration, and delivering superior client experiences across a broad set of wealth management services.

You will operate with knowledge of trading mechanics, fixed income and options, while aligning with GWIM and US Trust teams to deliver an integrated, world-class client relationship model.