Bank of America

Premium Relationship Manager

Bank of America

full-time

Posted on:

Location Type: Office

Location: Hunt Valley • Maryland, New Jersey, Rhode Island • 🇺🇸 United States

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Salary

💰 $75,000 - $90,000 per year

Job Level

Mid-LevelSenior

About the role

  • 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

  • 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.
Benefits
  • This role is currently benefits eligible.
  • We provide industry-leading benefits.
  • Access to paid time off.
  • Resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills
trading mechanicsfixed incomeoptionsmarginadvanced trading strategiesbusiness development strategiesclient experience managementrisk managementproblem-solvinganalytical skills
Soft skills
interpersonal skillsorganizational skillstime managementteam collaborationadaptabilitydecision-makingrelationship buildingcommunication skillspressure managementmulti-tasking
Certifications
Series 7Series 66