Relationship Manager - Egp (fp)

Bank of America

Portland, US
On-site
Client service model development
Client meeting assistance
Client onboarding and escalations
Merrill Wealth Management provides comprehensive wealth management and investment products and services for individuals, companies, and institutions

Job Summary

  • Merrill Wealth Management provides comprehensive wealth management and investment products and services for individuals, companies, and institutions.
  • This job is responsible for supporting the Financial Advisor (FA) team to further develop and enhance existing client relationships.
  • Key responsibilities include serving as a key point of contact for clients on any non-administrative requests/needs while supporting relationship management activities.

Matching Summary

Merrill Wealth Management provides comprehensive wealth management and investment products and services for individuals, companies, and institutions.

Skills & Requirements

Must-have

  • Client service model development
  • Client meeting assistance
  • Client onboarding and escalations
  • Client book segmentation strategy

Nice-to-have

  • Culture driven, resilient, results focused
  • Diversity in thoughts and backgrounds
  • Empowerment and bringing whole self to work

Key Requirements

  • Series 7 and 66 or Series 7, 63 and 65 licenses
  • SAFE ACT Registration
  • Form ADV-2B maintenance
  • Firm approved designation
  • High School Diploma / GED

Work Rights

Not specified

Tailored Resume

Cover Letter