- Bank of America (Melville, NY)
- …package, and how we can help you meet your career goals. Merrill Lynch Wealth Management is a leading provider of comprehensive wealth management and investment ... products and services for individuals, companies, and institutions. Merrill Lynch Wealth Management is one of the largest businesses of its kind in the world… more
- Bank of America (New York, NY)
- …policies in obtaining or determining solutions. Has working knowledge of the Merrill Lynch Wealth Management business and specialized team functions for which he or ... she is assigned. **Skills:** + Account Management + Business Acumen + Customer Service Management + Client Management + Portfolio Management + Referral Identification + Referral Management + Relationship Building + Administrative Services + Process… more
- Bank of America (New York, NY)
- …activities are described in Mortgage and Credit Policy in the Merrill Lynch Global Wealth and Investment Branch Office Compliance Manual. 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 this position requires SAFE… more
- Bank of America (New York, NY)
- …and make an impact. Join us! **Business Overview** We believe Bank of America Merrill Lynch can do more for our clients than any other financial services firm. We ... understand the challenges our clients face around the world, and we use the full resources of our company to help them achieve their goals. Our solutions span the complete range of advisory, capital raising, banking, treasury and liquidity, sales and trading,… more
- Bank of America (New York, NY)
- …are described in Mortgage and Credit Policy in the Merrill Lynch Global Wealth and Investment Branch Office Compliance Manual. **Responsibilities include:** ... + Cover UHNW clients with Capital Markets needs, including transactions and implementation of ideas + Develop and execute on business growth plans, implement good client coverage routines to ensure client satisfaction, present to senior leadership and control… more