Private Wealth Relationship Manager - Grow Portfolios

Bank of America; San Antonio (TX); On-site; USD 90,000 - 115,000; Full time

Job summary

Merrill Wealth Management, part of Bank of America, seeks a Relationship Manager to support the Financial Advisor team in growing client relationships and coordinating wealth management services.

You will engage portfolio managers and product specialists, assist in client meetings, monitor account performance, and help implement the team’s client service model. A Series 7/63/65/66 and SAFE Act registration are required or pursued.

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
• Maintain at least one firm-approved designation
• Strong communication skills
• Ability to lead through collaboration and influence without direct authority
• Detail oriented with strong organizational skills and ability to manage multiple tasks and priorities
• Thorough knowledge of Wealth Management products and services
• Proven ability to manage risk and support sound decisions
• Ability to research escalated client issues for response/resolution

Responsibilities

• Support Financial Advisor team to grow and deepen client relationships
• Attend client meetings and discussions on investments and market developments
• Coordinate with portfolio managers and product specialists to support sales activity
• Help develop and monitor the team's client service model
• May be responsible for residential mortgage originations per SAFE Act

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

Job description

Merrill Wealth Management, part of Bank of America, seeks a Relationship Manager to support the Financial Advisor team in growing client relationships and coordinating wealth management services.

You will engage portfolio managers and product specialists, assist in client meetings, monitor account performance, and help implement the team’s client service model. A Series 7/63/65/66 and SAFE Act registration are required or pursued.