Senior Financial Advisor Lead

1 day ago


Riverside, California, United States Bank of America Full time
Job Responsibilities

The primary responsibility of the Premium Elite Relationship Manager is to manage a book of high-net-worth clients and deliver exceptional customer service. This includes:

  • Developing and implementing personalized investment strategies to meet client goals
  • Providing ongoing education and support to clients on investment products and services
  • Maintaining accurate records and reporting on client interactions and transactions
  • Collaborating with internal teams to resolve client issues and concerns

In addition to these responsibilities, you will also have the opportunity to participate in professional development programs and network with industry leaders to stay up-to-date on the latest trends and best practices.



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