Relationship Manager - EGP

Company: Bank of America
Location: San Francisco
Posted on: November 4, 2024

Job Description:

Relationship Manager - EGPApply locations: FRISCOTime type: Full timePosted on: Posted 4 Days AgoJob requisition id: 24044310Job Description:Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. We specialize in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency, and our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and brings their unique perspectives, ideas, and experiences, helping to create a work community that is culture-driven, resilient, results-focused, and effective.Job Responsibilities:

• Support the Financial Advisor (FA) team to further develop and enhance existing client relationships.
• Serve as a key point of contact for clients on any non-administrative requests/needs while supporting relationship management activities.
• Develop, implement, and monitor the team's client service model.
• Assist with client meetings related to investment strategy, account performance, new products, and market developments.
• Track all client actions/activities to ensure the highest level of client service is provided.
• Attend client review meetings to assist with relationship deepening conversations.
• Execute on the team service model, including engaging with specialists/partners to address client's needs.
• Manage aspects of the client relationship process, including client onboarding and resolving escalations.
• Assist the Financial Advisor team and/or Senior Business Managers in developing and monitoring the team's client book segmentation strategy.Skills:
  • Account Management
  • Business Acumen
  • Client Management
  • Client Solutions Advisory
  • Portfolio Management
  • Referral Identification
  • Referral Management
  • Relationship Building
  • Administrative Services
  • Client Investments Management
  • Customer Service Management
  • Process SimplificationRequired Qualifications:
    • Either Series 7 and 66 licenses or Series 7, 63, and 65 licenses; must obtain all state registrations held by the Financial Advisor(s) and Advisor Team(s) they support.
    • SAFE ACT Registration.
    • Maintain a Form ADV-2B, which provides clients details on individual's experience and educational background, along with other requirements governed by the U.S. Securities and Exchange Commission (SEC).
    • Maintain at least one firm approved designation.
    • Possess and demonstrate strong communication skills.
    • Ability to lead through collaboration and influence without direct authority.
    • Detail-oriented with strong organizational skills and ability to manage multiple tasks and priorities at once.
    • Thorough knowledge and understanding of the suite of Wealth Management products and services.
    • Proven ability to manage risk and support sound decisions.
    • Ability to research escalated client issues for response/resolution.Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalentShift: 1st shift (United States of America)Hours Per Week: 40
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Keywords: Bank of America, Pleasanton , Relationship Manager - EGP, Executive , San Francisco, California