Elite Wealth & Trading Relationship Manager

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

Benefits offered by this job

Industry-leading benefits

Paid time off

Incentive opportunities

Job summary

Bank of America in Charlotte, NC is seeking a skilled professional for a client management role focusing on high-net-worth self-directed clients. The position includes responsibilities for all trading needs and aims to enhance client satisfaction.

Candidates should have 3-5 years of trading experience, hold Series 7 and 66 licenses, and demonstrate strong decision-making and interpersonal skills. The role offers an annual salary range of $75,000 - $90,000 along with comprehensive benefits.

Qualifications

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

Responsibilities

• Manage a book of high net worth clients as their primary contact.
• Deliver performance goals and drive asset growth.
• Provide a reliable expert approach to client needs.

Skills

Investment and trading experience

Strong analytical skills

Interpersonal skills

Decision-making skills

Job description

Bank of America in Charlotte, NC is seeking a skilled professional for a client management role focusing on high-net-worth self-directed clients. The position includes responsibilities for all trading needs and aims to enhance client satisfaction.

Candidates should have 3-5 years of trading experience, hold Series 7 and 66 licenses, and demonstrate strong decision-making and interpersonal skills. The role offers an annual salary range of $75,000 - $90,000 along with comprehensive benefits.