Financial Services Career Development Specialist

5 days ago


London, Greater London, United Kingdom Bank of America Full time
Job Overview

We are seeking a highly motivated Investment Analyst to join our team at Bank of America. As an Investment Analyst, you will play a key role in providing phone-based services to relationship roles and deepening client relationships by referring clients to specialized sales teams.

This is a unique opportunity to establish a long-term career in the financial services industry with a fast-growing company that rewards hard work and dedication.

Responsibilities
  • Provide exceptional client care, growing client relationships, and guiding clients with needs-based solutions that support their financial goals.
  • Identify clients' needs and find proper solutions to meet those needs by referring sales opportunities to specialist and sales teams.
  • Manage products, trade in self-directed accounts, and maintain knowledge on chat functionality and a wide variety of products.
Requirements
  • Bachelor's degree or 1-2 years of experience in a performance-based environment.
  • Security Industry Essentials (SIE) or other financial services licenses and interest in pursuing the Series 7 and/or the Series 66 licenses.
  • Leadership capabilities and strong computer skills.

Estimated Salary: $65,000 - $85,000 per year.



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