Wealth Management Specialist

2 weeks ago

Manchester, United Kingdom Bank of America Full time
About the Role

We are seeking a highly motivated and detail-oriented Wealth Management Specialist to join our team at Bank of America. As a key member of our Elite Growth Practice, you will play a critical role in delivering exceptional client service and driving business growth.

Key Responsibilities
  • Provide quality client service and effective operations support by resolving client issues and analyzing data to address risk issues and trends.
  • Escalate issues and provide resolution on complex inquiries, requests, and problems related to client concerns.
  • Document client interactions and provide team members with time-sensitive updates.
  • Attend client review meetings to capture notes, document in Salesforce, and track all actions/activities to ensure the highest level of client service is provided.
  • Provide advice and assist with training for team members.
Requirements
  • Series 7, 63/65 or 66 or equivalent; must obtain all state registrations held by the Financial Advisor(s) and Advisor Team(s) they support.
  • Safe Act Registration; ADV-2B Required.
  • Obtain and/or maintain at least one firm-approved designation.
  • Demonstrated expertise and impact in at least two of the following specialized functions: Wealth Planning, Investment Management, Business Development, Business Management, and/or Relationship Management.
  • Possess and demonstrate strong communication skills.
  • Demonstrate an understanding of how to deliver a strong overall client experience.
  • Thorough knowledge and understanding of the suite of Wealth Management products and services.
  • Detail-oriented with strong organizational skills, and ability to manage multiple tasks and priorities at once.
  • Strong partnership and relationship management skills; ability to work across EGP functions and organizational lines/levels.
  • Ability to influence and demonstrate clear communication and collaboration with others to make sound decisions without direct authority.
  • Analytical skills with ability to identify trends, root cause, and effects, and implement improved processes to increase growth and mitigate risk.
  • Ability to identify client needs and concerns and articulate appropriate approach to align solutions to goals to support responsible growth.
Skills
  • Account Management
  • Business Acumen
  • Customer Service Management
  • Client Management
  • Portfolio Management
  • Referral Identification
  • Referral Management
  • Relationship Building
  • Administrative Services
  • Process Simplification
Education

High School Diploma / GED / Secondary School or equivalent

Work Schedule

1st shift (United States of America)

Hours Per Week

37.5

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