Elite Wealth & Trading Relationship Manager

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

Job summary

Bank of America is seeking a high-caliber professional to manage a book of high net worth, self-directed clients and serve as the primary contact for all trading and servicing needs.

The role emphasizes expanding asset growth, deepening client relationships, and delivering exceptional client experiences while navigating complex trading scenarios and regulatory requirements. This is an in-office role with some flexibility based on role specifics.

Qualifications

• Minimum 3 - 5 years of investment, trading and brokerage experience.
• Experience with advanced trading strategies, options, fixed income, and margin.
• Series 7 and 66 licensing required.
• Strong analytical and organizational skills.
• Strong interpersonal skills and the ability to work in a team environment.

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 the breadth and depth of 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 the most flawless and seamless execution of the most complex trading strategies
• Works seamlessly across all enterprise business lines, including Global Wealth and Investment Management, US Trust and Preferred Banking, as well as internal partners within Merrill Edge to deliver a world-class relationship model and improve processes

Skills

Account Management

Advisory

Client Experience Branding

Customer Focus

Oral Communications

Active Listening

Attention to Detail

Risk Management

Trading

Pipeline Management

Job description

Bank of America is seeking a high-caliber professional to manage a book of high net worth, self-directed clients and serve as the primary contact for all trading and servicing needs.

The role emphasizes expanding asset growth, deepening client relationships, and delivering exceptional client experiences while navigating complex trading scenarios and regulatory requirements. This is an in-office role with some flexibility based on role specifics.