Relationship Manager- EGP
Company: Disability Solutions
Location: Roseville
Posted on: May 5, 2024
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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
Lynch 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. The Relationship
Manager supports the Financial Advisor team to further develop and
enhance existing client relationships. He or she will spend the
majority of time on relationship management activities, acting as a
key point of contact for clients on any non-administrative
requests/needs. 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 relevant team members to support the coordination of all
sales and service activities. Works with the Financial Advisor
and/or team Senior Business Manager to develop, implement, and
monitor the team's client service model.Role Responsibilities
Keywords: Disability Solutions, Citrus Heights , Relationship Manager- EGP, Executive , Roseville, California
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