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Bank Of America Associate/Vice President Global Markets Strategic 
China, Hong Kong 
86526661

01.04.2025

Job Description:

Job Description:

The Sales Relationship Management (“SRM”) group covers BofA’s top 150+ strategic institutional investor clients globally (including hedge funds, asset managers, insurers, sovereign wealth funds, and banks). The SRM group serves as a central point of contact and provides strategic relationship coverage for these clients across the firm via consistent senior level (“C-suite”) dialogue & coverage.

Key Goals of SRM:

  • Deliver the firm’s best resources and solutions
    in order to become a strategic partner and dealer of choice for our important & largest clients, globally
  • Drive increase in BofA’s market share penetration
    across relevant products (FICC & Equities, & other strategic opportunities) and, importantly, drive incremental revenue
  • Drive “client swarm” approach to deliver the firm, win fee-based & strategic mandates, and
    close product wallet gaps
  • Forge
    relationships with client senior management
    , including C-level executives, partners, regional heads to
    identify key opportunities through coordinated, holistic coverage
    across coverage teams across the firm
  • Partner across Global Markets (intense focus), Global Corporate & Investment Banking, and Wealth Management to deliver BofA franchise –
    drive cross-product lines business opportunities
    , and
    help deepen client wallet penetration
  • Understand the needs and priorities of our clients and match that with the strengths of our firm on a consistent basis
  • Help clients achieve their goals on AUM growth & performance objectives

As an seasonedAssociate on the Americas SRM team, the individual will be responsible for developing strategic insights, facilitating client coverage and supporting the APAC based SRMs.


Key Responsibilities

  • Drive and implement key client and franchise initiatives that are owned by, and impact the global SRM team
  • Devise strategic business plans, presentations, briefing memos and other deliverables for senior management and SRMs
  • Serve as a key resource working closely with SRMs to support day-to-day client coverage, create client deliverables and meet ad-hoc client requests
  • Facilitate communication and drive coordination among sales coverage teams
  • Manage and maintain internal databases and models proprietary to the SRM team
  • Streamline processes and routines to more efficiently execute day-to-day tasks
  • Develop effective and strategic sales skills, as well as broad based product knowledge
  • Analyze both internal and third party data sets in order to identify key areas of focus for Senior Management

Key Qualifications

  • Strong verbal and written communication skills with the ability to engage productively with senior management, internal colleagues, and clients
  • Ability to think strategically and be proactive; strong work ethic, initiative and self-starter
  • Strong organizational and prioritization skills, attention to detail and able to manage multiple client and firm deliverables at once
  • Skilled with Microsoft applications, including Excel, PowerPoint and Word
  • Solid quantitative and analytical skills using Excel and Tableau; ability to manage and analyze large datasets
  • Ability to work efficiently as an individual and in a team environment
  • Strong interest in financial markets and ability to absorb the inner-workings of several asset classes & products
  • Previous work experience or knowledge of fixed income and equity products a plus
  • Prior industry experience required