Elite Client Strategist
2 weeks ago
Bank of America is a leader in the financial industry, committed to helping individuals and businesses achieve their goals. As an Elite Client Strategist, you will play a critical role in driving business growth while delivering exceptional client experiences.
This position requires a high level of expertise in investments and financial markets, as well as the ability to manage complex trading and relationship needs for high-net-worth clients. The ideal candidate will be a self-motivated professional with excellent communication skills and a passion for building strong relationships.
Salary Range: $75,000 - $82,000 per year
Key Responsibilities:
- Manage a book of high-net-worth clients, providing personalized service and expert advice on investment strategies
- Develop and implement business plans to drive revenue growth and expand client relationships
- Collaborate with internal partners to deliver seamless client experiences and ensure timely resolution of complex issues
- Stay up-to-date on industry trends and regulatory requirements, applying this knowledge to enhance client outcomes and drive business success
Requirements:
Series 7 and 66 licenses or equivalentProven track record of success in a similar role, with a focus on client satisfaction and retentionStrong analytical and problem-solving skills, with the ability to navigate complex financial situationsExcellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues-
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