Back to search results Premium Elite Relationship Manager Jacksonville, Florida Additional locations Apply × To proceed with your application, you must be at least 18 years of age. Acknowledge × Bank of America employees are required to meet all posting eligibility requirements prior to applying for any new position. Acknowledge Refer a friend Apply × To proceed with your application, you must be at least 18 years of age. Acknowledge × Bank of America employees are required to meet all posting eligibility requirements prior to applying for any new position. Acknowledge Job Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!This role is responsible for helping clients with complex trading, servicing and relationship needs. Key responsibilities include managing a book of high-net-worth, self-directed clients, serving as their primary point of contact for all trading needs, operating autonomously to constantly search for opportunities to enhance client delight and advancing our standing as the client's sole financial institution. Licensing requirements are as follows: Series 7 and 66 or their equivalent. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.Responsibilities:Manages a book of high net worth, active self-directed clients and serves as primary point of contact for all of the clients' trading and servicing needsDelivers on performance goals, such as driving asset growth and expanding the breadth and depth of client relationships through product penetrationTakes a client-focused approach by being a reliable expert on the client's most complex trading, servicing, and relationship needs and elevating to the status of a trusted counterpart, ultimately winning wallet shareDemonstrates knowledge of trading mechanics, fixed income, options, margin, and margin regulationsExecutes a disciplined approach to all business development strategies and goals to achieve business growth, while focusing on the client experienceDevelops knowledge of internal policies, procedures, and processes to ensure the most flawless and seamless execution of the most complex trading strategiesWorks seamlessly across all enterprise business lines, including Global Wealth and Investment Management (GWIM), US Trust and Preferred Banking, as well as internal partners within Merrill Edge to deliver a world-class relationship model and improve processesRequired Qualifications:Minimum 3 - 5 years of investment, trading and brokerage experience requiredExperience with advanced trading strategies, options, fixed income, and margin requiredSeries 7 and 66 licensing requiredConfident and engaging presenceSound decision making skills with ability to manage risk and overall client experienceStrong analytical and organizational skillsStrong interpersonal skills and the ability to work in a team environmentAbility to handle multiple tasks in a dynamic environmentFor internal employees; participation in a work from home posture does not make you ineligible to postDesired Qualifications:Wealth management and private client experienceKnowledge of the Enterprise platforms (US Trust, BAC, Advisory)Additional Skills Used:Account ManagementAdvisoryClient Experience BrandingCustomer and Client FocusOral CommunicationsActive ListeningAttention to DetailClient Solutions AdvisoryIssue ManagementPipeline ManagementCausation AnalysisClient ManagementRisk ManagementTradingWritten CommunicationsShift:1st shift (United States of America)Hours Per Week: 40 Learn more about this role Apply × To proceed with your application, you must be at least 18 years of age. Acknowledge × Bank of America employees are required to meet all posting eligibility requirements prior to applying for any new position. Acknowledge Refer a friend Apply × To proceed with your application, you must be at least 18 years of age. Acknowledge × Bank of America employees are required to meet all posting eligibility requirements prior to applying for any new position. Acknowledge Full time JR-26019371 Manages People: No Travel: No Age requirement: Must at least be 18 years of age. Share: Save job Job saved