Premium Elite Relationship Manager
Bank of America · Fort Worth, TX · 1 wk ago
Business DevelopmentFull-time
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
Requirements
- 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
- Ability to handle multiple tasks in a dynamic environment
Qualifications
- For internal employees; participation in a work from home posture does not make you ineligible to post
Additional Skills Used
- Account Management
- Advisory
- Client Experience Branding
- Customer and Client Focus
- Oral Communications
- Active Listening
- Attention to Detail
- Client Solutions Advisory
- Issue Management
- Pipeline Management
- Causation Analysis
- Client Management
- Risk Management
- Trading
- Written Communications
Shift
1st shift (United States of America)
Hours Per Week
40