The GWIM Credit Product Specialist actively develops and supports strategies to identify and deliver credit opportunities to Financial Advisors' existing wealth management clients and prospects
Job Summary
The GWIM Credit Product Specialist actively develops and supports strategies to identify and deliver credit opportunities to Financial Advisors' existing wealth management clients and prospects.
The primary mission is to establish new credit relationships and support/expand existing ones to generate balance and revenue growth with appropriate risk-adjusted returns.
Bank of America is devoted to being a diverse and inclusive workplace, offering competitive benefits and flexibility to support teammates' well-being.
Matching Summary
The GWIM Credit Product Specialist actively develops and supports strategies to identify and deliver credit opportunities to Financial Advisors' existing wealth management clients and prospects.
Skills & Requirements
Must-have
Credit opportunities development
Financial Advisor support
Wealth management client engagement
Balance and revenue growth
Risk adjusted returns
Nice-to-have
High-touch advisor client experience
Diverse and inclusive workplace
Teamwork and flexibility
Career growth opportunities
Key Requirements
3 years finance/banking experience
Bachelor's degree or equivalent
Marketing and selling private wealth credit solutions