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Private Client Advisor II
2 months ago
About the Role:
This is a challenging and rewarding opportunity to join the Bank of America team as a Private Client Advisor II. As a key member of our Private Bank, you will be responsible for acquiring new clients, deepening client relationships, and building upon an internal and external network to achieve business development goals.
Key Responsibilities:
- Lead the Client Management Process and partner across the enterprise to provide a Branded Client Experience, including access to the full array of Private Bank and the bank's capabilities and services to meet specific client needs.
- Ensure retention of clients and drive new business development for target client segment ($3MM++ investable assets).
- Present to clients a holistic approach, leveraging the entire Private Bank platform.
- Develop an in-depth understanding of clients' needs, preferences, and overall wealth strategy, being responsive to changes in the business environment and/or with client needs.
- Advocate for clients and prospects as their trusted advisor, providing integrated recommendations including wealth structuring, credit facilities, banking, and asset management.
- Encourage use and adoption of digital capabilities to enhance the client and client team experience.
- Build relationships with internal and external partners and centers of influence.
Requirements:
- 12+ years of private banking or complex financial services experience OR equivalent financial services/business experience.
- Series 7, 63 and 65 (or Series 7 and 66) required (may gain licenses after start - unlicensed candidates may be considered if willing to obtain licenses within 90 days of start date).
- MBA or Post-Graduate Degree preferred.
- CFP, CPA, CFA, CTFA, CFM or JD a significant plus.
About the Ideal Candidate:
We are seeking a highly skilled and experienced professional who can provide exceptional client service and drive business growth. The ideal candidate will have a strong understanding of the financial services industry, excellent communication and interpersonal skills, and the ability to build and maintain strong relationships with clients and partners.
What We Offer:
As a Private Client Advisor II at Bank of America, you will have the opportunity to work with a talented team of professionals, develop your skills and expertise, and contribute to the success of our Private Bank. We offer a competitive compensation and benefits package, as well as opportunities for professional growth and development.
