International Client Relationship Manager
7 days ago
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.
Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.
Key Responsibilities:- Leads the service delivery model and wealth management banking strategy of respective markets to drive business growth
- Hires, develops, and leads a team of cross-functional professionals to support Financial Advisor teams and deliver outstanding client service
- Supervises financial transactions and operations to drive risk management best practices and ensure compliance with policies and procedures, while preparing to effectively manage any type of branch audit
- Oversees the client service experience and reviews the approval of new client accounts
- Leads Wealth Management Client Associates and the branch Operations Department to meet and exceed the bank's client service expectations and operational excellence goals
- 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
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