HNW Wealth & Trading Relationship Manager

Bank of America Corporation; Chandler (AZ); Presencial; USD 75 000 - 90 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Benefits

Formulaic incentive eligible

Resumo da oferta

Bank of America Corporation is seeking an experienced financial professional to manage a book of high-net-worth, self-directed clients and serve as the primary contact for trading and servicing needs. You will drive asset growth and deepen client relationships through product penetration, while applying expertise in trading, fixed income, options, and margin.

The role demands strong analytical skills, risk management, teamwork, and the ability to perform under pressure.

Qualificações

• Series 7 and 66 licensing required; if Series 66 not currently held, Series 66 must be obtained within 90 days
• Minimum 3 - 5 years of investment, trading and brokerage experience
• Experience with advanced trading strategies, options, fixed income and margin
• Ability to use sound judgment when making decisions, identifying solutions and resolving elevated issues
• Ability to manage risk and the overall client experience
• Strong analytical and problem-solving skills
• Strong organizational skills and time management skills
• Strong interpersonal skills and the ability to work in a team environment
• Ability to handle multiple tasks in a dynamic environment
• Ability to work effectively under pressure and time constraints; adjusts rapidly to changing demands and priorities
• Ability to work in a team environment in order to meet targets and deadlines
• Foster relationships with leadership peers and collaborate to improve processes that impact the client experience
• Ensures complete and efficient business/client interactions; confident and engaging presence
• Must be flexible to work hours of operation
• For internal employees; participation in a work from home posture does not make you ineligible to post

Responsabilidades

• 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

Conhecimentos

Account Management

Advisory

Client Experience

Communication

Trading

Risk Management

Teamwork

Time Management

Problem Solving

Interpersonal Skills

Formação académica

High School Diploma / GED / Secondary School or equivalent

Descrição da oferta de emprego

Bank of America Corporation is seeking an experienced financial professional to manage a book of high-net-worth, self-directed clients and serve as the primary contact for trading and servicing needs. You will drive asset growth and deepen client relationships through product penetration, while applying expertise in trading, fixed income, options, and margin.

The role demands strong analytical skills, risk management, teamwork, and the ability to perform under pressure.