• Merrill Premium Elite Relationship Manager (Series 7 and 66 Required)
Core
Managing a book of high-net-worth, self-directed clients by serving as their primary point of contact for complex trading, servicing, and relationship needs.
Role type
Senior IC relationship manager (wealth management)
Builds
Client relationships and asset growth for high-net-worth individuals
Domain
Financial services / Wealth management
Deliverable
client delivery
Required skills
Advanced trading strategies, options, fixed income, margin, risk management, business development, client experience management
Preferred skills
Wealth management experience, private client experience, knowledge of Enterprise platforms (US Trust, BAC, Advisory)
Technologies
Enterprise platforms (US Trust, BAC, Advisory)
Responsibilities
Manage a book of high net worth, active self-directed clients; Deliver on performance goals such as driving asset growth; Execute disciplined business development strategies; Demonstrate knowledge of trading mechanics, fixed income, options, margin, and margin regulations; Work seamlessly across enterprise business lines including GWIM, US Trust, and Preferred Banking
Seniority
Senior, hands-on IC