Finding the best job has never been easier
Bank Of America Family Office Strategist- Managing Director United States, New York, New York 989583249
Share
FO Strategist Qualifications:
7+ years of Family Office or Wealth Management related work experience and/or experience working with high net worth and ultra-high net worth clients
Proven track record of successful sales experience working with high net worth and ultra-high net worth clients
Deep understanding of investment, credit and cash management solutions for complex families
Ability to translate and communicate complex concepts and strategies to varied audiences (clients, advisors, attorneys, accountants, internal partners)
Self-starter with ability to work under pressure with minimal hands-on direction
Builds rapport with clients and internal partners that helps drive trusted relationships
Applies operational excellence
Growth mindset
High School Diploma / GED / Secondary School or equivalent
1st shift (United States of America)These jobs might be a good fit
