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Private Wealth Relationship Manager (FP)

Bank of AmericaVienna

Vor 20 Tagen

Stellenbeschreibung

Description

The Relationship Manager supports the Financial Advisor team to further develop and enhance existing client relationships. He or she provides specialized support as a Specialist / Manager in any one of the teams specialized roles of Business Development, Wealth Planning, Investment Management, or Business Management in addition to spending more than 50% of their time on relationship management activities. Assist with and attend client meetings and discussions covering investment strategy, account performance, new products, and market developments in an effort to promote growth and acquisition. Engage portfolio managers, product specialists and / or team Senior Wealth Planner and Investment Management Specialist to support the coordination all sales and service activities. Works with the Financial Advisor and / or team Senior Business Manager to develop, implement, and monitor the team’s client service model. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and / or maintain SAFE Act registration may result in disciplinary action up to and including termination. This role is an FA Paid Resource.

Skills :

Account Management
Business Acumen
Client Management
Client Solutions Advisory
Portfolio Management
Referral Identification
Referral Management
Relationship Building
Administrative Services
Client Investments Management
Customer Service Management
Process Simplification

Minimum Education Requirement : High School Diploma / GED / Secondary School or equivalent

Role Requirements

Either Series 7 and 66 licenses or Series 7, 63, and 65 licenses; must obtain all state registrations held by the Financial Advisor(s) and Advisor Team(s) they support

SAFE ACT Registration

Individuals in this role are required to maintain a Form ADV -2B, which provides clients details on individuals experience and educational background, along with other requirements governed by the U.S. Securities and Exchange Commission (“SEC”)

Obtain and / or maintain at least one firm approved designation

Possess and demonstrate strong communication skills

Ability to lead through collaboration and influence without direct authority

Detail oriented with strong organizational skills, and ability to manage multiple tasks and priorities at once

Thorough knowledge and understanding of the suite of Wealth Management products and services

Proven ability to manage risk and support sound decisions

Ability to research escalated client issues for response / resolution

Shift :

1st shift (United States of America)

Hours Per Week :

Jobalert für diese Suche erstellen

Relationship Manager • Vienna