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Private Wealth Relationship Manager

2 months ago

New York, New York, United States Bank of America Full time
Job Description

Job Title: Private Wealth Relationship Manager

Job Summary:

We are seeking a highly skilled Private Wealth Relationship Manager to join our team at Bank of America. As a key member of our Financial Advisor team, you will play a critical role in developing and enhancing existing client relationships, providing specialized support, and driving business growth.

Key Responsibilities:

  • Support the Financial Advisor team in developing and implementing client service models
  • 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 portfolio managers, product specialists, and team members to support sales and service activities
  • Develop and implement strategies to enhance client relationships and drive business growth

Requirements:

  • Either Series 7 and 66 licenses or Series 7, 63, and 65 licenses
  • Safe Act Registration
  • Form ADV-2B registration
  • At least one firm-approved designation
  • Strong communication and leadership skills
  • Ability to manage multiple tasks and priorities
  • Thorough knowledge of Wealth Management products and services

What We Offer:

As a Private Wealth Relationship Manager at Bank of America, you will have the opportunity to work with a talented team of professionals, develop your skills and expertise, and make a meaningful impact on our clients' financial lives.

Equal Employment Opportunity:

Bank of America is an equal opportunity employer and welcomes applications from diverse candidates. We are committed to creating a workplace that is free from discrimination and harassment and where everyone has the opportunity to succeed.