Elite Wealth Trading & Relationship Manager
Listed on 2026-10-06
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Finance & Banking
Wealth Management, Portfolio & Asset Management, Banking & Finance
Bank of America is seeking a high-caliber professional to manage a book of high-net-worth clients, serving as the primary contact for all trading and servicing needs. The role emphasizes growth, wallet-share expansion, and delivering superior client experiences across GWIM, US Trust, and Merrill Edge.
The candidate should have 3–5 years of investment and brokerage experience, with proficiency in options, fixed income, and margin, plus Series 7/66 licensing.
Our organisation is growing, and we are hiring a Elite Wealth Trading & Relationship Manager in Charlotte, NC, United States.
Step into the Elite Wealth Trading & Relationship Manager role at Bank of America in Charlotte, NC, United States and grow with us.
Please review the full job details above before applying.
If your experience matches this role, we encourage you to apply.
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