Elite Wealth Trading Relationship Manager

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

Benefits offered by this job

Industry-leading benefits

Paid time off

Incentive plan based on performance

Job summary

Bank of America seeks a professional in Chandler, Minnesota to manage high net worth clients by addressing their trading and servicing needs. The successful candidate will have 3-5 years of trading experience and hold Series 7 and 66 licenses.

This role is essential in driving asset growth and enhancing client relationships through a profound understanding of trading mechanics and risk management.

Benefits include industry-leading perks and a structured incentive plan for rewarding performance.

Qualifications

• 3-5 years of investment, trading, and brokerage experience required.
• Strong analytical and organizational skills.
• Ability to manage multiple tasks in a dynamic environment.

Responsibilities

• Manage a book of high net worth clients.
• Deliver on performance goals and drive asset growth.
• Execute complex trading strategies.

Skills

Investment experience

Trading knowledge

Analytical skills

Interpersonal skills

Client management

Risk management

Education

Series 7 and 66 licenses

Job description

Bank of America seeks a professional in Chandler, Minnesota to manage high net worth clients by addressing their trading and servicing needs. The successful candidate will have 3-5 years of trading experience and hold Series 7 and 66 licenses.

This role is essential in driving asset growth and enhancing client relationships through a profound understanding of trading mechanics and risk management.

Benefits include industry-leading perks and a structured incentive plan for rewarding performance.