Elite Wealth & Trading Relationship Manager

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

Benefits offered by this job

Formulaic incentive plan

Benefits eligible

Job summary

Bank of America is seeking an experienced professional to oversee a book of high-net-worth, self-directed clients, serving as the primary contact for all trading and servicing needs. You will drive asset growth and expand wallet share through deep client relationships and product penetration.

This role requires Series 7 and 66 licensing, familiarity with trading mechanics (fixed income, options, margin) and adherence to regulatory requirements.

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.
• Confident and engaging presence.
• Sound decision making skills with ability to manage risk and overall client experience.
• Strong analytical and organizational skills.
• Strong interpersonal skills and the ability to work in a team environment.
• Ability to handle multiple tasks in a dynamic environment.
• For internal employees; participation in a work from home posture does not make you ineligible to post

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 experiencel>
• 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 GWIM, US Trust and Preferred Banking, as well as internal partners within Merrill Edge to deliver a world-class relationship model and improve processes

Skills

Investment experience

Trading expertise

Brokerage experience

Risk management

Analytical skills

Interpersonal skills

Tools

Trading platforms

CRM systems

Job description

Bank of America is seeking an experienced professional to oversee a book of high-net-worth, self-directed clients, serving as the primary contact for all trading and servicing needs. You will drive asset growth and expand wallet share through deep client relationships and product penetration.

This role requires Series 7 and 66 licensing, familiarity with trading mechanics (fixed income, options, margin) and adherence to regulatory requirements.