Wealth Relationship Manager

Bank of America; Charlotte (NC); On-site; USD 70,000 - 110,000; Full time

Job summary

Bank of America’s Merrill Wealth Management team is seeking a Financial Services Professional to support Financial Advisors and Wealth Management Client Associates. This role focuses on strengthening client relationships, assisting with investment strategy discussions, and coordinating service delivery to meet clients’ financial goals with a strong emphasis on accuracy and compliance.

The position involves guiding clients through wealth management offerings, managing client onboarding, and

Qualifications

• Requires relevant licenses or registrations per regulatory requirements (as applicable)
• Strong communication and organizational abilities
• Ability to collaborate across teams and influence without direct authority
• Knowledge of wealth management products and services preferred

Responsibilities

• Serve as the key contact for clients on non-administrative requests and needs
• Assist with client meetings related to investment strategy and account performance
• Support relationship management activities and the team’s client service model
• Coordinate onboarding and resolve escalations in the client relationship process
• Help develop and monitor client book segmentation strategy with the advisor team

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’s Merrill Wealth Management team is seeking a Financial Services Professional to support Financial Advisors and Wealth Management Client Associates. This role focuses on strengthening client relationships, assisting with investment strategy discussions, and coordinating service delivery to meet clients’ financial goals with a strong emphasis on accuracy and compliance.

The position involves guiding clients through wealth management offerings, managing client onboarding, and