Relationship Manager managing a book of high-net-worth clients at Bank of America. Serving as primary contact for trading needs and growing client relationships.
Responsibilities
Manages a book of high net worth, active self-directed clients
Serves as primary point of contact for all of the clients' trading and servicing needs
Executes a disciplined approach to all business development strategies and goals to achieve business growth
Requirements
Series 7 and 66 licensing required
Minimum 3 - 5 years of investment, trading and brokerage experience
Experience with advanced trading strategies, options, fixed income and margin
Strong analytical and problem-solving skills
Strong organizational skills and time management skills
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