Bank of America Structured Credit Specialist - Washington DC in Washington, District Of Columbia
Business Overview: Merrill Lynch Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals and businesses. With 14,085 Financial Advisors and $2 trillion in client balances as of December 31, 2014, Merrill Lynch is among the largest businesses of our kind in the world.
Merrill Lynch Wealth Management specializes in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment and wealth management. We help clients pursue the life they envision through a one-on-one relationship with a financial advisor committed to their needs an advisor with access to the investment insights of Merrill Lynch and the banking convenience of Bank of America.
Merrill Lynch Wealth Management is part of Bank of America Corporation.
The primary source of expertise for client facing associates in meeting with HNW clients to deliver large and complex credit transactions. Manages and drives growth of Custom Credit Revenue. Requires deep technical credit skills (profiling, structuring, underwriting, pricing, delivery) and the ability to anticipate market trends and adjust product and capacity quickly. Lending experience and formal bank credit training preferred. Series 7 and 63 or 66 required for this role
Enterprise Job Description:
The primary source of expertise for client facing associates in meeting with HNW clients to deliver large and complex credit transactions. Manages and drives growth of Custom Credit Revenue. Requires deep technical credit skills (profiling, structuring, underwriting, pricing, delivery) and the ability to anticipate market trends and adjust product and capacity quickly. Ten years lending experience and formal bank credit training required. Series 7 and 66 required.
Prior experience required with a financial institution focusing on sales, preferably in the high net worth space.
Minimum 5+ years of Commercial, Global Wealth Investment Management, or Real Estate Lending experience
Strong verbal and written communication skills
Strong organizational skills, detail oriented and able to prioritize workload and ability to multi-task
Strong problem solving skills and the ability to influence others while building strong partnerships.
Formal Credit Training strongly preferred
Series 7 and 63 or 66 required for this role
* Candidates may apply without licenses, but must achieve all required licenses within 120 days of accepting the position *
Posting Date : 10/03/2017
Washington, DC, 1152 15TH ST NW (DC8152),
- United States
Travel : Yes, 15% of the time
Full / Part-time : Full time
Hours Per Week : 40
Shift : 1st shift
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