Private Bank Associate/trust - Boston jobs at Bank Of America in United States, Boston
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Company (1)
Job type
Job categories
Job title (1)
United States
State
Boston
32 jobs found
24.11.2024
BOA
Bank Of America Consumer Investments Market Leader - Boston North United States, Massachusetts, Boston
Has Series 7 and 66,or is able to obtain any/all required licenses within a specified period of time. Has supervisory licenses of an 8 (or 9 and 10 combined) or...
Responsibilities:. Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings. Ensures timeliness, accuracy, and completeness in client materials and...
Operates as a back up financial center leader within a market. Manages client traffic, engaging and appropriately routing clients, and fostering client retention. Manages business results through formalized management routines...
Provides tailored and personalized advice to clients through reviews and presentations, including assessing financial goals and recommending investment advisory strategies. Communicates solutions to clients that are best suited for their...
Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed...
Actively support Client Teams in delivering consistently high-quality banking credit, trust, fiduciary, and/or investment services to Private Bank clients. Works with Trust Officer(s), responsible for managing a book of fiduciary/trust...
Strong General Partner (GP) network to source high quality fund investments. Strong understanding and experience investing in illiquid private market strategies including Buyout, Venture Capital, Real-Estate, Infrastructure and Private Credit....
Has Series 7 and 66,or is able to obtain any/all required licenses within a specified period of time. Has supervisory licenses of an 8 (or 9 and 10 combined) or...
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