Registered Private Wealth Client Associate
At Bank of America, we strive to ensure our clients receive the best service and support. We are looking for a Registered Private Wealth Client Associate to join our team and provide exceptional service and advice to our high net worth clients. This position requires an individual with excellent customer service skills, attention to detail, and a passion for client engagement. The successful candidate will possess the required qualifications and demonstrate a professional, yet personal, demeanor when engaging with clients. The ideal candidate should have a Bachelor’s degree in business, finance, or a related field, along with at least three years of experience in the financial services industry. In addition, the candidate should have a valid Series 7 and Series 66 license, as well as a valid life and health license. The candidate must also be familiar with the regulations and compliance requirements of the Financial Industry Regulatory Authority (FINRA). Furthermore, the candidate should be able to demonstrate strong problem-solving skills, be comfortable with learning new technologies, and possess excellent communication and organizational skills.
Communication
Knowledge Of Financial Products And Services
Finance
Or Related Field
Bachelor's Degree In Business
Proficiency In Microsoft Office
Strong Customer Service
Attention To Detail And Accuracy
And Interpersonal Skills
Ability To Work Independently And Collaboratively
Ability To Multi-Task And Prioritize
Ability To Adhere To Strict Regulatory And Compliance Standards
Risk Management
Financial Analysis
Research
Data Entry
Communication
Attention to detail
Problem Solving
customer service
Critical Thinking
Investment Management
Portfolio Management
Regulatory compliance
Client Relations
Portfolio analysis
Wealth planning
Communication
Conflict Resolution
Leadership
Time management
Interpersonal Skills
creativity
Organization
Teamwork
Adaptability
Problem-Solving
According to JobzMall, the average salary range for a Registered Private Wealth Client Associate in Key West, Florida 33040, USA is $34,000 - $41,000 per year. This range may vary depending on experience and qualifications.
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Bank of America Corp. is a bank and financial holding company, which engages in the provision of banking and nonbank financial services. It operates through the following segments: Consumer Banking, Global Wealth and Investment Management, Global Banking, Global Markets, and Legacy Assets and Servicing. The Consumer Banking segment offers credit, banking, and investment products and services to consumers and small businesses.
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