Relationship Manager

4 days ago


Chicago, Illinois, United States Bank of America Full time
Job Description:

At Bank of America, we are committed to helping our clients achieve their financial goals through personalized service and expert guidance. As a Relationship Manager, you will play a critical role in building and maintaining strong relationships with our clients, providing them with tailored solutions to meet their unique needs.

As a key member of our team, you will be responsible for:

  • Developing and implementing client service models to drive growth and acquisition
  • Providing specialized support to Financial Advisors in areas such as business development, wealth planning, and investment management
  • Assisting with client meetings and discussions to promote growth and acquisition
  • Engaging with portfolio managers, product specialists, and senior wealth planners to support sales and service activities

This role requires a strong understanding of our suite of Wealth Management products and services, as well as excellent communication and interpersonal skills. If you are a motivated and results-driven individual with a passion for delivering exceptional client service, we encourage you to apply.

Key Requirements:

  • Series 7 & 66 or 63/65 licenses
  • Firm-approved designation
  • Inclusive mindset and ability to work with diverse populations
  • SAFE ACT Registration

What We Offer:

  • A dynamic and supportive work environment
  • Opportunities for professional growth and development
  • A competitive compensation and benefits package

Shift: 1st shift (United States of America)

Hours Per Week: 40


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