Private Wealth Relationship Manager
Company: Disability Solutions
Location: Miami
Posted on: February 1, 2025
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Job Description:
Job Description:Merrill Wealth Management is a leading provider
of comprehensive wealth management and investment products and
services for individuals, companies, and institutions. Merrill
Wealth Management is one of the largest businesses of its kind in
the world specializing in goals-based wealth management, including
planning for retirement, education, legacy, and other life goals
through investment advice and guidance.Merrill's Financial Advisors
and Wealth Management Client Associates help clients pursue the
life they envision through a personal relationship with their
advisory team committed to their needs. We believe trust comes from
transparency. Our trusted advisory teams are equipped with access
to the investment insights of Merrill coupled with the banking
convenience of Bank of America.At Merrill, we empower you to bring
your whole self to work. We value diversity in our thoughts,
business, and within our employees and clients. Our Wealth
Management team represents an array of different backgrounds and
bring their unique perspectives, ideas and experiences, helping to
create a work community that is culture driven, resilient, results
focused and effective.Job Description:FOR PRIVATE WEALTH MANAGEMENT
ONLY. The Relationship Manager supports the Financial Advisor team
to further develop and enhance existing client relationships. He or
she provides specialized support as a Specialist/Manager in any one
of the teams specialized roles of Business Development, Wealth
Planning, Investment Management, or Business Management in addition
to spending more than 50% of their time on relationship management
activities. Assist with and attend client meetings and discussions
covering investment strategy, account performance, new products,
and market developments in an effort to promote growth and
acquisition. Engage portfolio managers, product specialists and/or
team Senior Wealth Planner and Investment Management Specialist to
support the coordination all sales and service activities. Works
with the Financial Advisor and/or team Senior Business Manager to
develop, implement, and monitor the teams client service model.
This position is subject to SAFE Act registration requirements.
Pursuant to the SAFE Act requirements, all employees engaged in
residential loan mortgage originations must register with the
federal registry system and remain in good standing. Since your
position requires SAFE Act registration, you will be required to
register and to submit to the required SAFE Act background check
and registration process. Failure to obtain and/or maintain SAFE
Act registration may result in disciplinary action up to and
including termination.Skills:
Keywords: Disability Solutions, Miami , Private Wealth Relationship Manager, Executive , Miami, Florida
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