Credit Officer, Global Wealth & Investment Management

Bank of America Merrill Lynch

Not specified; not specified; not specified
In-office with flexibility based on role-specific considerations.
3 years finance banking experience
Private wealth credit solutions sales
Financial analysis ratio dsc collateral
Bank of America Merrill Lynch is seeking a Credit Officer for their Global Wealth & Investment Management division, responsible for developing credit opportunities for wealth management clients and Financial Advisors. The ideal candidate should have a minimum of three years of relevant experience in finance or banking, with a strong emphasis on marketing credit solutions, relationship building, and financial analysis

Job Summary

  • The Credit Product Specialist acts as an extension of Credit Executives to develop strategies for identifying and delivering credit opportunities to wealth management clients.
  • Responsibilities include establishing new credit relationships, supporting existing GWIM credit relationships, and generating balance and revenue growth with appropriate risk-adjusted returns.
  • Bank of America is committed to an in-office culture with specific attendance requirements while offering flexibility based on role-specific considerations.

Matching Summary

Match Score: 85

Bank of America Merrill Lynch is seeking a Credit Officer for their Global Wealth & Investment Management division, responsible for developing credit opportunities for wealth management clients and Financial Advisors. The ideal candidate should have a minimum of three years of relevant experience in finance or banking, with a strong emphasis on marketing credit solutions, relationship building, and financial analysis.

Salary

Not specified; Not specified; Not specified

Skills & Requirements

Must-have

  • 3 years finance banking experience
  • Private Wealth credit solutions sales
  • Financial analysis ratio DSC collateral
  • Loan structuring securities commercial real estate
  • Portfolio compliance covenant monitoring

Nice-to-have

  • Relationship building with financial advisors
  • Negotiating with underwriting risk teams
  • High-touch client advisor experience
  • Inclusive workplace culture commitment
  • Strategic planning for balance growth

Key Requirements

  • 3 years progressively responsible experience in finance or banking
  • Bachelor's degree in Finance Business Administration or related field preferred
  • Experience marketing Private Wealth credit solutions
  • Ability to negotiate loan structures including hedge fund and fine art loans

Work Rights

Not specified

Tailored Resume

Cover Letter