International Client Relationship Manager

3 days ago

Miami FL USA, United States Bank of America Full time
Job Description:

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions.

We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.

At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients.

Key Responsibilities:
  • Lead the overall service delivery model to include the bank's digital offerings and wealth management banking strategy in the market.
  • Partner with the market leadership team, Market Executives, Resident Directors, Financial Advisors, Wealth Management Client Associates, and Wealth Management Associates to facilitate daily business needs.
  • Drive responsible growth while minimizing regulatory, financial, operational, and reputational risks.
  • Manage the Wealth Management Client Associates, Operations support staff, and the branch's Operations Department.
  • Deliver firm strategy through the execution of the Market Strategy Plans.
  • Partner closely with advisor teams to deliver a branded client service model focusing on digital solutions and enterprise capabilities.
Requirements:
  • Currently hold SIE, Series 7 AND Series 66 (or Series 63 AND Series 65), Series 9 AND Series 10 (or Series 8) or equivalent licenses and Series 3, 31 licenses, if warranted.
  • Minimum of 5+ years professional experience.
  • Current or previous Merrill Wealth Management experience strongly preferred.
  • Self-motivated and client centric.
  • Expert knowledge of regulatory and supervisory requirements and corporate policies and procedures.
  • Investment product knowledge (i.e., 401K, Options, Annuities, Tax, Retirement Plans, Money Funds, Mutual Funds, Liabilities, Margin, Trust Operations, etc.).
  • Prior trend analysis experience.
  • Strong customer service and communication skills.
  • Strong management skills, including the ability to effectively plan, monitor, influence, negotiate, supervise and delegate.
Desired Qualifications:
  • Bachelor's degree or equivalent work experience.
  • Bilingual in Spanish.

Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law.

  • International Client Relationship Manager

    7 days ago

    Miami, FL , USA, United States Bank of America Full time

    Job Description:Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions.We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of...

  • International Client Relationship Manager

    2 weeks ago

    Miami, Florida, United States AP Executive Full time

    Job OverviewAP Executive is seeking a highly skilled International Client Relationship Manager to lead our wealth management division in Miami, Florida. This role requires a strong understanding of regulatory and supervisory requirements, as well as corporate policies and procedures.Key ResponsibilitiesPartner with market leadership teams to address daily...

  • Client Relationship Manager

    4 weeks ago

    Miami, United States How To MANAGE a Small Law Firm Full time

    About the RoleWe are seeking a highly skilled Client Relationship Manager to join our team at How To MANAGE a Small Law Firm. As a key member of our business development team, you will be responsible for building and maintaining strong relationships with our clients, providing exceptional customer service, and driving business growth.Key...

  • Relationship Manager

    2 weeks ago

    Miami, FL , USA, United States HSBC Full time

    About the RoleWe are seeking a highly skilled and experienced Senior Relationship Manager to join our Private Banking team in Miami. As a key member of our team, you will be responsible for acquiring, maintaining, and growing profitable long-term relationships with High Net Worth individuals and families.Key ResponsibilitiesCombine client relationship...

  • Senior Relationship Manager

    3 weeks ago

    Miami, FL , USA, United States HSBC Full time

    About the RoleWe are seeking a highly skilled and experienced Senior Relationship Manager to join our Private Banking team at HSBC. As a key member of our team, you will be responsible for acquiring, maintaining, and growing profitable long-term relationships with High Net Worth individuals and families.Key ResponsibilitiesClient Relationship Management:...

  • Client Relationship Manager

    7 days ago

    Tampa, FL , USA, United States Smith Seckman Reid Full time

    Job Title: Client Relationship ManagerSmith Seckman Reid is seeking a highly skilled Client Relationship Manager to join our team. As a Client Relationship Manager, you will be responsible for building and maintaining strong relationships with our clients, ensuring their needs are met, and delivering exceptional results.Key Responsibilities:Develop and...

  • HOA Relationship Manager

    2 weeks ago

    Miami, FL , USA, United States City National Bank Full time

    HOA Relationship ManagerAt City National Bank, we are seeking a highly skilled HOA Relationship Manager to join our team. As a key member of our commercial banking team, you will be responsible for developing and managing relationships with Community Association clients, identifying opportunities to grow our business, and providing exceptional customer...

  • Client Relationship Manager

    2 weeks ago

    Miami, United States The Bessemer Group, Incorporated Full time

    The Bessemer Group, Incorporated is seeking a skilled Client Advisor to develop and maintain client relationships through proactive communication and coordinated service delivery. The ideal candidate will act as a liaison between Senior Client Advisors and other service areas, ensuring seamless execution of client needs. Key responsibilities...

  • Business Banking Relationship Manager

    2 weeks ago

    Miami, FL , USA, United States City National Bank Full time

    Job Title: Business Banking Relationship ManagerCity National Bank is seeking a highly skilled Business Banking Relationship Manager to join our team. As a key member of our commercial banking team, you will be responsible for developing and managing relationships with business banking clients in assigned business segments and geographic areas.Key...

  • Corporate Banking Relationship Manager

    3 weeks ago

    Miami, FL , USA, United States First Bancorp Full time

    Corporate Banking Relationship ManagerAt First Bancorp, we are seeking a highly skilled Corporate Banking Relationship Manager to join our team. As a key member of our Corporate Banking group, you will be responsible for building and maintaining strong relationships with our corporate clients, providing them with tailored financial solutions to meet their...

  • Private Client Group Relationship Manager

    3 weeks ago

    Tampa, FL , USA, United States Amerant Full time

    Job SummaryThe Private Client Group Relationship Manager is a key role within Amerant, responsible for developing, managing, and retaining a client book of business focused on the domestic professional segment. This individual will leverage market knowledge to deliver exceptional service, strengthen customer loyalty, and drive business growth.Key...

  • Client Relationship Manager

    7 days ago

    Bloomington, MN, USA, United States Community Bank NA Full time

    Job SummaryWe are seeking a highly skilled Client Relationship Manager to join our team at Community Bank NA. As a Client Relationship Manager, you will be responsible for building and maintaining strong relationships with our clients, providing exceptional customer service, and driving business growth.Key ResponsibilitiesDevelop and maintain strong...

  • Corporate Banking Relationship Manager

    3 weeks ago

    Miami, FL , USA, United States First Bancorp Full time

    Corporate Banking Relationship ManagerAt First Bancorp, we are seeking a highly skilled Corporate Banking Relationship Manager to join our team. As a key member of our Corporate Banking group, you will be responsible for building and maintaining strong relationships with our corporate clients, providing them with tailored financial solutions to meet their...

  • Private Client Group Relationship Manager

    2 weeks ago

    Tampa, FL , USA, United States Amerant Full time

    Job SummaryThe Private Client Group Relationship Manager is a key role within Amerant, responsible for developing, managing, and retaining a client book of business focused on the domestic professional segment. This individual will leverage market knowledge to deliver exceptional service, strengthen customer loyalty, and drive business growth.Key...

  • Senior HOA Relationship Manager

    3 weeks ago

    Miami, FL , USA, United States City National Bank Full time

    Job Title: Senior HOA Relationship ManagerAt City National Bank, we are seeking a highly skilled Senior HOA Relationship Manager to join our team. As a key member of our Commercial Banking division, you will be responsible for developing and maintaining strong relationships with Homeowners Association (HOA) clients in the Florida market.Key...

  • Senior HOA Relationship Manager

    2 weeks ago

    Miami, FL , USA, United States City National Bank Full time

    Job Title: Senior HOA Relationship ManagerAt City National Bank, we are seeking a highly skilled Senior HOA Relationship Manager to join our team. As a key member of our Commercial Banking group, you will be responsible for developing and maintaining relationships with Homeowners Association (HOA) clients, identifying new business opportunities, and...

  • Senior International Relationship Manager

    2 weeks ago

    Miami, Florida, United States Amerantbank Full time

    Job Title: Senior International Relationship ManagerAmerantbank is seeking a highly skilled Senior International Relationship Manager to join our team. As a key member of our international business development team, you will be responsible for managing and retaining a book of business of high net worth and ultra high net worth personal, commercial, and FI...

  • Client Relationship Manager

    7 days ago

    Bloomington, MN, USA, United States Community Bank System Full time

    Job Title: Client Relationship ManagerWe are seeking a highly skilled Client Relationship Manager to join our team at Community Bank System, Inc. As a Client Relationship Manager, you will be responsible for building and maintaining strong relationships with our clients, providing exceptional customer service, and driving business growth.Key...

  • Client Relationship Manager for IT Staffing

    7 days ago

    Tallahassee, FL , USA, United States Ark Solutions Full time

    Job Title: Client Relationship Manager for IT StaffingArk Solutions, Inc. is seeking a Client Relations Manager to support their Sales Department. The successful applicant will focus on acquiring additional revenue streams for existing clientele as well as bringing in new POC relationships who can benefit from our IT Staffing & Project Support service...

  • Relationship Banker

    4 weeks ago

    Miami, FL , USA, United States Bank of America Full time

    Job Description:Job Title: Relationship Banker - Client Engagement SpecialistJob Summary:We are seeking a highly motivated and results-driven Relationship Banker to join our team at Bank of America. As a Relationship Banker, you will be responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service...