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Market Investment Executive - Palm Beach, FL

Job Title:

Market Investment Executive
Location: Palm Beach, FL Open
Date: 01/24/03
Position Number: 16120
Job Status: Full Time

Company: Bank of America

Title: Market Investment Executive

Location: Palm Beach/Southeast FL

Area of concern: Southeast FL

Responsibilities:

Lead teams of HNW PM’s to new levels of excellence. Manage limited portfolio of select HNW accounts. Drive corporate initiatives to reduce dispersion and improve efficiency. Retain and grow the business. Act as subject expert in new business presentations. High level of client/prospect contact. Partner with region Private Bank executives to grow business

Qualifications:

7 to 10 years proven leadership experience in a financial services environment with emphasis on HNW investing/ banking. Superior oral/written/presentation skills coupled with demonstrated business development skills. Customer service and detail oriented. CFA preferred.

If you meet or surpass these criteria please e-mail or fax Your resume with cover letter:

stephen.j.weilert@bankofamerica.com

213 345-9083

Bank of America is an EOE, M/F/D/V.

Note from the Editor

Rorie Sherman, Editor in Chief

Trusts & Estates is the town center where experts who serve the planning needs of the ultra-wealthy gather to gain insight into their specialties and to learn about related professions. Community members include estate-planning lawyers, corporate and individual trustees, financial planners, accountants, investment advisors, charitable giving specialists, family office executives, insurance agents, valuation experts and the like....More about us



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