Senior Investment Performance Consultant

1 month ago

England, United Kingdom Bank of America Full time

Investment Consultant II - Merrill Premium page is loaded Investment Consultant II - Merrill Premium
Apply locations Pennington Hunt Valley Lincoln Rolling Meadows Chandler time type Full time posted on Posted 5 Days Ago job requisition id 24009716 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. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.
Bank of America believes both in the importance of working together and offering flexibility to our employees. Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. This job is responsible for providing prospects and self-directed investors with financial assistance by identifying broader product and service solutions that meet their investment and saving needs. Key responsibilities include applying knowledge of investments, products, financial markets, policies, procedures, and processes to the client's investment needs. 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. The registered Investment Consultant II demonstrates knowledge of investments and financial markets and assists clients with their servicing and trading needs through inbound and outbound phone interactions. The Investment Consultant II will own the management, research, and communication of resolution to client issues while demonstrating expert knowledge of policies, procedures and processes. Provides prospects and self-directed investors with financial guidance and assistance based on their needs to deepen existing relationships
Educates potential and existing clients about investment products, services, and trading strategies offered by the bank
Delivers on performance goals by uncovering additional client needs, deepening existing relationships, and referring clients to business counterparts Deliver exceptional service to clients by answering general account inquiries
Assist clients with brokerage consumer website usage and navigation
Educate potential and existing clients about investment products, services and trading strategies
Maintain current knowledge of Merrill products, policies, and services while keeping abreast of financial markets and regulations
Must currently be in a Senior Investment Specialist-ADV role (job code BQ240) to be eligible for this opening
- Demonstrated passion and interest in financial markets
- Requires knowledge of financial markets and trading strategies
- Proven ability to meet and exceed productivity and performance goals
- Must be flexible to work assigned shift within center hours of operation
- 1+ years of financial industry experience

Account Management
Client Experience Branding
Causation Analysis
Policies, Procedures, and Guidelines
Risk Management
Trading Shift:
1st shift (United States of America) Hours Per Week: 
Bank of America is committed to help employees through the transition period when they’re displaced as a result of a workforce reduction, realignment or similar measure. Please review the resume writing and interviewing tips provided below to help prepare you for your next career opportunity.
Regardless of the position you are interested in, the starting points to building your resume are the same:
Considerations when writing a resume
• Do use high quality, white or light colored 8½ x 11 paper. For example, don't mention your fondness for swimming unless you want to work on the water.)
• 

  • Investment Consultant

    1 month ago

    England, United Kingdom Marsh & McLennan Companies Full time

    We are currently seeking to add to our investment consulting team. Based in Hong Kong, this role will oversee client servicing from investment technical, analytical and operational aspects and provide investment advisory and investment solution services. You will be responsible to help clients achieve their financial goals by advising them on appropriate...

  • Investment Associate Consultant/consultant

    1 month ago

    England, United Kingdom Marsh & McLennan Companies Full time

    We are currently seeking to add to our investment consulting team. Based in Hong Kong, this role will oversee client servicing from investment technical, analytical and operational aspects and provide investment advisory and investment solution services. You will be responsible to help clients achieve their financial goals by advising them on appropriate...

  • Senior Investment Manager/Investment Manager

    1 hour ago

    England, United Kingdom Mason Blake Full time

    Job details Location London Date Posted 16 July 2021 Category Investment Job Type Permanent Job ID Competitive Description An exciting opportunity has arisen to join the Private Markets investment team at one of the UK’s largest asset owners. The successful candidate will be responsible for leading or assisting in direct, co-investment and fund...

  • Senior Investment Manager/Investment Manager

    5 hours ago

    England, United Kingdom Mason Blake Full time

    Job details Location London Date Posted 16 July 2021 Category Investment Job Type Permanent Job ID Competitive Description An exciting opportunity has arisen to join the Private Markets investment team at one of the UK’s largest asset owners. The successful candidate will be responsible for leading or assisting in direct, co-investment and fund...

  • Senior Investment Executive

    2 hours ago

    England, United Kingdom Mason Blake Full time

    A highly regarded asset manager is looking to hire a Head of Responsible Investment for their London office. The purpose of this role is to lead, develop and manage the Responsible Investment function and integrate ESG factors across a wide range of asset classes. Develop and implement the firm’s ESG strategy, working with investment teams to help...

  • Senior Investment Analyst

    1 day ago

    England, United Kingdom Mason Blake Full time

    Senior Investment Analyst – Global Property Fund Investment Permanent Description A leading European asset manager is looking to hire an Investment Analyst to join the growing property equity fund management team. Build and maintain property fund financial models, which include calculations of forecast cash flows and fund returns to support...

  • Senior Investment Funds Knowledge Lawyer

    2 weeks ago

    England, United Kingdom Michael Page Legal Full time

    We are seeking a top-performing Senior Investment Funds Knowledge Lawyer to provide legal support to fee-earners in an international firm's Investment Funds team. Client DetailsOur client are a leading international law firm, boasting a strong presence across the globe. DescriptionAs an Investment Funds Knowledge Lawyer you will be responsible...

  • Investment consultant

    4 days ago

    England, United Kingdom ESK Recruitment Full time €80,000

    Here at ESK Recruitment we are looking to identify individuals for a long-standing client who specialise in property investment. Priding themselves on their expert knowledge, integrity, and commitment to client success, they offer a diverse range of opportunities in off-plan properties for both new and seasoned investors, ensuring both parties achieve their...

  • Investment consultant

    3 days ago

    England, United Kingdom ESK Recruitment Full time €80,000

    Here at ESK Recruitment we are looking to identify individuals for a long-standing client who specialise in property investment. Priding themselves on their expert knowledge, integrity, and commitment to client success, they offer a diverse range of opportunities in off-plan properties for both new and seasoned investors, ensuring both parties achieve their...

  • Director - Management Consultant

    5 minutes ago

    England, United Kingdom Mason Blake Full time

    Management Consultant, Director – Front Office Practice Permanent Description A leading management consultancy firm is looking to hire an experienced consulting professional to join their Front Office practice focusing on Investment Management clients. The successful applicant will join a growing Front Office division that focus on Investment...

  • Head of Responsible Investment

    2 hours ago

    England, United Kingdom Mason Blake Full time

    A highly regarded asset manager is looking to hire a Head of Responsible Investment for their London office. The purpose of this role is to lead, develop and manage the Responsible Investment function and integrate ESG factors across a wide range of asset classes. Key Responsibilities: Develop and implement the firm’s ESG strategy, working with...

  • Investment Strategist

    1 month ago

    England, United Kingdom Mason Blake Full time

    Our Client a top 20 global fund manager who is looking to recruit a Private Credit Strategist to sit within the Real Asset’s division. The role is newly created and senior and will lead in developing market views for their private credit activities. Forming well founded independent views that will contribute to the delivery of strong risk adjusted...

  • Senior Investment Analyst

    1 day ago

    England, United Kingdom Mason Blake Full time

    Senior Investment Analyst – Global Property Fund Job details Location London Date Posted 20 August 2021 Category Investment Job Type Permanent Job ID Competitive Description A leading European asset manager is looking to hire an Investment Analyst to join the growing property equity fund management team. Key responsibilities Build and maintain...

  • Senior Investment Analyst, Financials

    1 day ago

    England, United Kingdom Mason Blake Full time

    A global asset manager is looking to hire a Senior ESG Investment Analyst to join the sustainable investment research team. As part of the global research team, the successful candidate will be responsible for producing sustainability research across equities and fixed income investments. Conduct detailed sustainable investment research across a number...

  • Senior Consultant

    3 days ago

    London, England, United Kingdom Lionpoint Group (an Alpha Group company) Full time

    Senior Consultant - Limited Partner ServicesInterested in this role You can find all the relevant information in the description below.Lionpoint, a part of Alpha Group, is a fast-growing global consulting firm, focused on leading digital and operational transformation projects for the alternative investment industry (consisting of private equity, real...

  • Senior Investment Funds Knowledge Lawyer

    2 weeks ago

    England, United Kingdom Michael Page (UK) Full time

    About Our Client Our client are a leading international law firm, boasting a strong presence across the globe. Job Description As an Investment Funds Knowledge Lawyer you will be responsible for: Providing legal counsel on investment funds matters. Keeping up-to-date with changes in investment funds law and regulations. Training junior lawyers on...

  • Senior Retirement Consulting Actuarial Analyst

    1 month ago

    England, United Kingdom The Actuary Group Full time

    TAG is actively recruiting for Retirement Consulting Actuaries, as our client has a range of exciting openings across their highly successful Retirement Consulting team. Our client, a multi-national consulting and broking business who work with some of the largest clients in the UK, are seeking talented and ambitious nearly/newly qualified pensions...

  • Recruitment Consultant

    7 hours ago

    England, United Kingdom RECRUITMENT PROFESSIONALS LTD Full time €65,000

    *OPPORTUNITY TO RELOCATE YOUR RECRUITMENT CAREER TO DUBAI Recruitment Consultant / Senior Recruitment Consultant Office Based in Dubai (Marina / Media City Area) - Relocation and Visa Paid Base Salary up to £65,000 (TAX FREE) plus High Commission (OTE £100K TO £200K) This is an opportunity for a high performing professional market recruiter to...

  • Recruitment Consultant

    18 hours ago

    England, United Kingdom RECRUITMENT PROFESSIONALS LTD Full time €65,000

    *OPPORTUNITY TO RELOCATE YOUR RECRUITMENT CAREER TO DUBAI Recruitment Consultant / Senior Recruitment Consultant Office Based in Dubai (Marina / Media City Area) - Relocation and Visa Paid Base Salary up to £65,000 (TAX FREE) plus High Commission (OTE £100K TO £200K) This is an opportunity for a high performing professional market recruiter to...

  • Senior Recruitment Consultant

    1 month ago

    England, United Kingdom AVA Energy Full time

    Why join AVA Energy? AVA Energy is one of the leading independent international energy recruitment agencies. We are Industry Leading Recruitment Specialists within the Renewables, Power Generation, Transmission & Distribution, Nuclear, Hydrogen, Energy Management, Energy Trading, Energy IT and Oil & Gas sectors. The AVA brand is synonymous with the...