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Bank Of America Investment Management Specialist United States, Kansas 487491462
05.04.2024
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Job Description:
The Investment Managementis responsible for supporting the Financial Advisor(s) and/or Advisorfor each client. Deliver full range of investment products andacross the enterprise ensuringto client goals and strategies while leveraging specialists and applicable investment managementwhere appropriate. Partner withspecialists toholistic investment solutions by identifying targeted investment strategies. Assist in the preparation ofclient performance review reportsto measureto goals.
Role Responsibilities
Analyze and understand Merrill and third party
Monitor and respond to market and non-financial current
Effectively navigate proprietary planning and investment management tools
Deliver investment management, including but not limited to investment proposal, CRC, etc.
Convey pricing to ensure client's understanding of the value of advice
Deep understanding of the CIO philosophy & ongoing monitoring of strategy changes based on current market
Monitor and manage client portfolios to align with client goals, objectives, risk tolerance and time
Research portfolio recommendations for Investment Committee
Prepare materials and coordinate weekly Investment
Manage ML One
as Primary/LeadMember forprocessing PIA trades in Portfolio
Processing of all trades (discretionary or
Create analytical reports forclient investment portfolio performances
Propose client recommendations/changes based on client goals, risk tolerance, time
Qualifications
7, 63/65 or 66 or equivalent; mustall state registrations in support of Financial Advisor(s) and AdvisorIf Series7, 63/65 or 66 or equivalentare not currently held, must be obtained within a specified timeframe to be eligible for Specialist position.
ACT Registration; ADV-2B
Obtain and/or maintain at least one firm approved designation
and demonstrate strong communication
Thorough knowledge and understanding of theof Wealth Management products and
analytical andmanagement skills with the ability to identify trends and implementstrategies to increase growth andmitigate risk
Ability to make sound decisions by having a deep understanding of investment managementpractices and
Ability to identify client needs and concerns, and articulate appropriate approach to align solutions to goals in a
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