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The Relationship Manager position at Bank of America's Merrill Wealth Management focuses on enhancing client relationships and supporting Financial Advisors in wealth management activities. The role requires strong communication skills, relevant licenses, and the ability to manage multiple tasks, with an emphasis on in-office attendance.
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Job Summary
This role supports the Financial Advisor team in developing and enhancing existing client relationships through non-administrative requests.
The position requires assisting with client meetings regarding investment strategy, account performance, and market developments to promote growth.
Employees must maintain SAFE Act registration and submit to background checks if responsible for residential mortgage loan originations.
Matching Summary
Match Score: 75
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The Relationship Manager position at Bank of America's Merrill Wealth Management focuses on enhancing client relationships and supporting Financial Advisors in wealth management activities. The role requires strong communication skills, relevant licenses, and the ability to manage multiple tasks, with an emphasis on in-office attendance.
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Skills & Requirements
Must-have
Series 7 and 66 licenses or Series 7, 63 and 65
SAFE Act registration for mortgage loans
Strong communication and organizational skills
Knowledge of Wealth Management products
Ability to manage client escalations
Nice-to-have
Firm approved designation
Experience with Salesforce CRM
Collaborative leadership style
Resilient and results-focused mindset
Diverse background and perspectives
Key Requirements
Series 7 and 66 licenses (or equivalent combination)