Private Wealth Relationship Lead

Bank of America; Los Angeles (CA); On-site; USD 65,000 - 108,000; Full time

Benefits offered by this job

Benefits eligible

Incentive opportunities

Formulaic incentive plan

Job summary

Bank of America is seeking a Relationship Manager to support the Financial Advisor team within Merrill Wealth Management in Los Angeles. You will engage in meetings on investment strategy, performance, and market developments to promote growth and client acquisition.

The role requires regulatory registrations, strong communication, and collaboration skills, with potential mortgage loan duties under SAFE Act rules. On-site work is expected in Century City CA.

Qualifications

• Series 7, 63/65 or 66 or equivalent; must obtain all state registrations held by the Financial Advisor(s) and Advisor Team(s) they support SAFE ACT Registration.
• ADV-2B Required Obtain and/or maintain at least one firm approved designation
• Possess and demonstrate strong communication skills and ability to lead through collaboration and influence without direct authority

Responsibilities

• Assist with and attend client meetings and discussions covering investment strategy, account performance, and market developments.
• Coordinate with portfolio managers and product specialists to support sales and service activities.
• Develop, implement, and monitor the teams client service model with the Financial Advisor and Senior Business Manager.

Skills

Account Management

Business Acumen

Client Management

Client Solutions Advisory

Portfolio Management

Referral Identification

Referral Management

Relationship Building

Administrative Services

Client Investments Management

Customer Service Management

Process Simplification

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America is seeking a Relationship Manager to support the Financial Advisor team within Merrill Wealth Management in Los Angeles. You will engage in meetings on investment strategy, performance, and market developments to promote growth and client acquisition.

The role requires regulatory registrations, strong communication, and collaboration skills, with potential mortgage loan duties under SAFE Act rules. On-site work is expected in Century City CA.