Elite Wealth Trading & Relationship Manager

Bank of America; South Dakota; On-site; USD 75,000 - 90,000; Full time

Benefits offered by this job

Benefits package

Incentive plan

Job summary

Bank of America is seeking a seasoned advisor to manage a high-net-worth client book, serving as the primary contact for trading and servicing needs. The role emphasizes driving asset growth, deepening client relationships, and delivering seamless trading and advisory services across GWIM and related platforms.

The ideal candidate has 3–5 years in investment trading, strong knowledge of options, fixed income, and margin, and holds Series 7 and 66 licenses.

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.

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 (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 knowledge

Trading experience

Client relationship mgmt

Risk management

Analytical skills

Teamwork

Multitasking

Education

Bachelor's degree in finance or related field

Tools

Trading platforms

Job description

Bank of America is seeking a seasoned advisor to manage a high-net-worth client book, serving as the primary contact for trading and servicing needs. The role emphasizes driving asset growth, deepening client relationships, and delivering seamless trading and advisory services across GWIM and related platforms.

The ideal candidate has 3–5 years in investment trading, strong knowledge of options, fixed income, and margin, and holds Series 7 and 66 licenses.