Merrill Lynch Work Values

Daily Duties at Merrill Lynch:

BUILD A WEALTH MANAGEMENT PRACTICE BY ATTRACTING NEW CLIENTS AND THEIR INVESTABLE ASSETS TO THE FIRM. ONCE ACCOUNTS HAVE BEEN “ONBOARDED” IT IS MY RESPONSIBILITY TO PROVIDE CUSTOMIZED INVESTMENT SOLUTIONS ALIGNED WITH THE CLIENT'S FINANCIAL OBJECTIVES, TIME HORIZON AND RISK PARAMETERS. THIS PROCESS INVOLVES CREATION OF A CUSTOMIZED FINANCIAL PLAN FOR THE CLIENT AND IMPLEMENTATION OF APPROPRIATE MERRILL LYNCH INVESTMENT SOLUTIONS. AS A FINANCIAL ADVISOR I MUST BE KNOWLEDGEABLE AND FAMILIAR WITH MERRILL LYNCH'S COMPLEX PRODUCT OFFERINGS AND SERVICES AVAILABLE TO CLIENTS THROUGH MERRILL LYNCH AND BANK OF AMERICA .AS A FINANCIAL ADVISOR IT IS MY RESPONSIBILITY TO HAVE AN IN-DEPTH KNOWLEDGE OF STOCKS, BONDS, ALTERNATIVE INVESTMENTS, MUTUAL FUNDS, EXCHANGE TRADED FUNDS, UNIT INVESTMENT TRUSTS, MARKET-LINKED INVESTMENTS AND INSURANCE PRODUCTS. AWARENESS OF MACRO AND MICRO ECONOMIC TRENDS AS WELL AS STAYING UP- TO -DATE ON DOMESTIC AND GLOBAL MARKET ACTIVITY AND INDICES PERFORMANCE IS CRITICAL IN THIS ROLE. LAUNCHING SUCCESSFUL ASSET GATHERING CAMPAIGNS WEEKLY THROUGH “COLD CALLING”, TARGETED DIRECT MAILINGS, VISIBILITY IN THE COMMUNITY, ATTENDANCE AT BUSINESS NETWORKING EVENTS , INVOLVEMENT IN LOCAL CHARITIES AS A VOLUNTEER AND CULTIVATION OF EXISTING PERSONAL CONTACTS.ENABLED ME TO ATTRACT NEW CLIENTS AND ASSETS. AS A FINANCIAL ADVISOR A HIGH DEGREE OF MOTIVATION, COMMITMENT TO SUCCESS AND ESTABLISHMENT OF STRONG CUSTOMER RELATIONSHIPS ARE KEY COMPONENTS THAT HAVE ENABLED ME TO SUCCESSFULLY MEET PRODUCTION GOALS OUTLINED BY MANAGEMENT.

What they like about Merrill Lynch:

You highly value a work environment built on a formal structure, rules, and regulations. You do not enjoy the unpredictability of shifting priorities and deadlines that upset your routine. You require and enjoy direction, input and accountability as part of your work environment. You have a strong need to participate in making key decisions and feel left out if your superiors or co-workers do not seek your input when making decisions. You thrive on providing good customer service to both internal or external customers, and doing so makes you feel good.

Tags

Investment Advisory Firm, Relationship Manager- Institutional and Individual Clients, High Net Worth /Customized portfolios, Portfolio Mgr/Client Liaison, Management Responsibility, Experienced in Interraction with Wirehouse and Regional Brokerage Firm's Wrap Fee Programs, Portfolio Management, Financial Services periodicals and novels, Sales, management, top producer, management responsibilities, Portfolio/Client Relationship Manager, Management of High Net Worth and institutional clients Fully Licensed, Outside Sales, Customer Relationship Manager, Customer Relations, CIMA Designation, Self-Starter/ Flexible, Money Management, High Net Worth Customer Relationships, Top Producer in Annual Assets Gathered, Effective Leader of Team, Proficient Microsoft Word, Excel and Powerpoint, Salesforce Software for Use in Tracking and Management of Client and Leads information, Offers Consultative Solutions to Financial Advisors and their clients.

Skills

P&L responsibilities, Software Implementation, Requirements Analysis & Specification, Customer Interraction, Leader, Strong Sales Record

These are some of the questions we asked our climbers about their experiences with Merrill Lynch: