Elite Wealth Trading & Relationship Manager

Bank of America; Charlotte (NC); On-site; USD 120,000 - 170,000; Full time

Job summary

Bank of America is seeking a high-caliber professional to manage a book of high-net-worth clients, serving as the primary contact for all trading and servicing needs. The role emphasizes growth, wallet-share expansion, and delivering superior client experiences across GWIM, US Trust, and Merrill Edge.

The candidate should have 3–5 years of investment and brokerage experience, with proficiency in options, fixed income, and margin, plus Series 7/66 licensing.

Qualifications

• Investment, trading, and brokerage experience required.
• Experience with options, fixed income, and margin.
• Series 7 and 66 licensing required.
• Strong analytical and organizational skills.
• Ability to manage risk and overall client experience.
• Team-oriented and able to work in a dynamic environment.
• Internal employees; participating in a work-from-home posture does not make you ineligible to post.

Responsibilities

• Manages a book of high net worth clients and serves as the primary contact for all trading and servicing needs.
• Delivers on performance goals by driving asset growth and expanding client relationships.
• Assumes a trusted advisor role and aims to win wallet share.
• Demonstrates knowledge of trading mechanics, fixed income, options, margin.
• Executes business development strategies while focusing on client experience.
• Develops knowledge of internal policies to ensure flawless execution of complex trading strategies.
• Collaborates across Global Wealth and Investment Management, US Trust and Preferred Banking, and Merrill Edge.

Skills

Investment trading

Client relationship

Financial analysis

Team collaboration

Job description

Bank of America is seeking a high-caliber professional to manage a book of high-net-worth clients, serving as the primary contact for all trading and servicing needs. The role emphasizes growth, wallet-share expansion, and delivering superior client experiences across GWIM, US Trust, and Merrill Edge.

The candidate should have 3–5 years of investment and brokerage experience, with proficiency in options, fixed income, and margin, plus Series 7/66 licensing.