Elite Wealth Management Expert

3 weeks ago


Manchester, United Kingdom Bank of America Full time

Wealth Management Specialist

Overview of the Position

The role of EGP Wealth Management Specialist Trainee at Bank of America is a comprehensive training program designed to equip candidates with the necessary skills and knowledge to develop and service the Financial Advisor Teams client base. This position operates in a marketing and sales development role, implementing and executing the Elite Growth Practice (EGP) model.

Responsibilities
  • Provides high-quality client service and effective operations support by resolving client issues and analyzing data to address risk issues and trends.
  • Escalates issues and provides resolution on complex inquiries, requests, and problems related to client concerns.
  • Documents client interactions and provides team members with timely updates.
  • Attends client review meetings to capture notes, document in Salesforce, and tracks all actions/activities to ensure exceptional client service.
  • Offers advice and assists with training for team members.
Required Skills and Qualifications
  • Series 7, 63/65 or 66 registrations, along with obtaining 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 an exceptional 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 simultaneously.
  • Strong partnership and relationship management skills, with the 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 the 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 approaches to align solutions with goals to support responsible growth.
Estimated Salary Range:

$60,000 - $80,000 per annum, depending on location and experience.

Benefits

At Bank of America, we offer a competitive compensation package, including health insurance, retirement savings, and employee benefits.



  • Manchester, United Kingdom AFH Wealth Management Full time

    About UsAt AFH Wealth Management, we pride ourselves on being a progressive and client-focused financial planning-led wealth management firm. With a strong commitment to delivering exceptional service and expertise, we have built a reputation as one of the UK's leading independent financial advisory firms.Job RoleWe are seeking an experienced Independent...


  • Manchester, United Kingdom Stratton Wealth Management Full time

    Job Description: We are seeking a highly skilled Paraplanner to join our team in Manchester. This role involves analyzing client financial data, devising strategies, and delivering high-quality suitability reports.About Us: As a business with big ambition, we are committed to building strong relationships with our clients and delivering exceptional results....

  • Office Administrator

    6 months ago


    Manchester, United Kingdom Falcon Wealth Management Full time

    **Office Administrator (Wealth Management)** Location: Manchester, Full Time, Permanent **Salary**: Negotiable, Depending on Experience **Company Overview**: Falcon Wealth Management is a dynamic and forward-thinking firm serving high-caliber clients, including hedge funds, stockbrokers, private equity firms, and investment managers. Our client-first...


  • Manchester, United Kingdom AFH Wealth Management Full time

    About AFH Wealth ManagementWe are a leading independent financial advisory firm dedicated to providing expert financial guidance and support to individuals and businesses across the UK. Our team of experienced professionals works tirelessly to deliver exceptional results and exceed client expectations.Job DescriptionWe are seeking an experienced Independent...


  • Manchester, United Kingdom Merje Full time

    Our client, a leading provider of wealth management services, is seeking an experienced and skilled Paraplanner to join their team on a permanent basis.As a key member of the Merje team, you will play a crucial role in supporting the delivery of high-quality wealth management services to our clients. This is an excellent opportunity for a motivated and...


  • Manchester, United Kingdom Daintree Wealth Management Full time

    **Senior Financial Planner** We are looking for an experienced Financial Planner to join our growing Wealth Management team, based in Central Manchester. A fantastic opportunity to join a dynamic team, in an exciting growth period for the business. Daintree Wealth Management is an environment where our collective mission is to improve financial outcomes...


  • Manchester, United Kingdom Franklyn Full time

    Job Title: Wealth ManagerAbout Franklyn Wealth Management: As a successful Partner of SJP, Franklyn Wealth Management is seeking a new Wealth Manager to join their team. The ideal candidate will have experience in Wealth Management or a relevant financial services field, with a strong focus on developing lasting professional relationships with...


  • Manchester, United Kingdom CV-Library Full time

    Wealth Management Administrator £28-32K depending on experience Manchester City Centre    Tired of working for a large corporate & feeling unappreciated?    Wanting to progress your career but not given the opportunity?    This opportunity could be the chance to kick-start your Wealth career…. An award...

  • Wealth Manager

    2 days ago


    Manchester, United Kingdom Franklyn Full time

    Franklyn Wealth Management, one of SJP's most successful Partners, are looking to grow their team with a new Wealth Manager.Job Title: Adviser Location: Manchester Area Minimum Requirements: A candidate with experience in Wealth Management or a relevant financial services field.This individual must be fully qualified (DipFA, IAD, CISI or equivalent QCF RDR...


  • Manchester, United Kingdom Stratton Wealth Management Full time

    Job Overview: Stratton Wealth Management is expanding its team and seeking an experienced Paraplanner to join us in Manchester. This role offers a challenging and rewarding opportunity to work closely with our administration team, advisers, and key stakeholders.Responsibilities:Research and analyze client financial data to identify suitable investment...


  • Manchester, United Kingdom AFH Wealth Management Full time

    About AFH Wealth ManagementAs a leading independent financial advisory firm, we are committed to providing exceptional service and expertise to our clients. With over 30 years of experience and more than 200 accredited advisers nationwide, we have established ourselves as one of the UK's leading wealth management firms.Job OverviewWe are seeking an...

  • Wealth Manager

    3 months ago


    Manchester, United Kingdom Franklyn Full time

    Franklyn Wealth Management, one of SJP's most successful Partners, are looking to grow their team with a new Wealth Manager. A candidate with experience in Wealth Management or a relevant financial services field. Someone who thrives on developing strong and lasting professional relationships with clients, both in person and remotely Existing client...

  • Wealth Manager

    3 months ago


    Manchester, United Kingdom Franklyn Full time

    Franklyn Wealth Management, one of SJP's most successful Partners, are looking to grow their team with a new Wealth Manager. A candidate with experience in Wealth Management or a relevant financial services field. Someone who thrives on developing strong and lasting professional relationships with clients, both in person and remotely Existing client...

  • Wealth Manager

    3 months ago


    Manchester, United Kingdom Franklyn Full time

    Franklyn Wealth Management, one of SJP's most successful Partners, are looking to grow their team with a new Wealth Manager. Job Title: Adviser Location: Manchester Area Minimum Requirements: A candidate with experience in Wealth Management or a relevant financial services field. This individual must be fully qualified (DipFA, IAD, CISI or...

  • Wealth Manager

    3 months ago


    Manchester, United Kingdom Franklyn Full time

    Franklyn Wealth Management, one of SJP's most successful Partners, are looking to grow their team with a new Wealth Manager.Job Title: AdviserLocation: Manchester AreaMinimum Requirements: A candidate with experience in Wealth Management or a relevant financial services field. This individual must be fully qualified (DipFA, IAD, CISI or equivalent QCF...

  • Wealth Manager

    3 months ago


    Manchester, United Kingdom Franklyn Full time

    Franklyn Wealth Management, one of SJP's most successful Partners, are looking to grow their team with a new Wealth Manager.Job Title: AdviserLocation: Manchester AreaMinimum Requirements: A candidate with experience in Wealth Management or a relevant financial services field. This individual must be fully qualified (DipFA, IAD, CISI or equivalent QCF RDR...


  • Manchester, United Kingdom Puilaetco Full time

    Job OverviewBrown Shipley is a leading private bank in the wealth management sector, committed to delivering exceptional personalized service to clients.We are seeking an experienced Wealth Management Professional to join our team based in London. This is a unique opportunity to work in a collaborative and client-centric environment where your expertise and...


  • Greater Manchester, United Kingdom Actis Recruitment Full time

    About the RoleWe are seeking a Wealth Protection Specialist to join our Private Client team. The successful candidate will be responsible for providing expert advice on estate and wealth protection measures, including Wills, tax liabilities, and Grant administration.This is an exciting opportunity to work with a talented team that provides tailored and...


  • Manchester, United Kingdom Bank of America Full time

    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. One of the keys to driving Responsible Growth is being a great place to work...

  • Elite Support Officer

    6 months ago


    Manchester, United Kingdom Mitie Full time

    **Elite Support Officer** **Pay rate: £14.50ph** **Hours**: Guaranteed minimum of 40hrs per week **Job Overview**: Mitie are looking for an Elite Support officer who can deliver exceptional customer service whilst providing a high profile visual presence that reduces the impact of anti-social behaviour upon colleagues and customers. Travel is required up...