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Relationship Manager
2 months ago
We are seeking a highly skilled and experienced Relationship Manager to join our team at Bank of America. As a key member of our Merrill Private Wealth Management team, you will play a critical role in developing and maintaining strong relationships with our clients.
Key Responsibilities- Support the Financial Advisor team in developing and enhancing existing client relationships
- Provide specialized support in Business Development, Wealth Planning, Investment Management, or Business Management
- Assist with and attend client meetings and discussions to promote growth and acquisition
- Engage with portfolio managers, product specialists, and senior wealth planners to support sales and service activities
- Work with the Financial Advisor and senior business manager to develop, implement, and monitor client service models
- Currently hold Series 7 & 66 or 63/65 licenses
- Obtain and/or maintain at least one firm-approved designation
- Have an inclusive mindset and be open to working with a diverse population
- Meet SAFE ACT registration requirements
- Possess strong communication skills and ability to lead through collaboration and influence
- Be detail-oriented with strong organizational skills and ability to manage multiple tasks and priorities
- Have thorough knowledge and understanding of Wealth Management products and services
- Proven ability to manage risk and support sound decisions
As a Relationship Manager at Bank of America, you will have the opportunity to work with a diverse and inclusive team, develop your skills and expertise, and make a meaningful impact in the financial services industry.
