Current jobs related to Private Client Advisor II - Rochester, Medway - Bank of America


  • Rochester, Medway, United Kingdom Bank of America Full time

    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...


  • Rochester, Medway, United Kingdom Bank of America Full time

    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...


  • Rochester, Medway, United Kingdom Bank of America Full time

    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...


  • Rochester, Medway, United Kingdom Bank of America Full time

    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...


  • Rochester, Medway, United Kingdom Bank of America Full time

    About the Role:This is a challenging and rewarding opportunity to join our team as a Private Client Advisor II at Bank of America. 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...


  • Rochester, Medway, United Kingdom Bank of America Full time

    About the Role:This position is responsible for driving business development and client growth within the Private Bank. The ideal candidate will have a strong understanding of complex financial services and be able to provide integrated recommendations to clients.Key Responsibilities:Lead the Client Management Process to identify new business development...


  • Rochester, Medway, United Kingdom Bank of America Full time

    Job Summary:We are seeking a seasoned Private Client Advisor II to join our team at Bank of America. This role requires a deep understanding of complex financial services and a proven track record of driving new business development.Key Responsibilities:Lead the Client Management Process within the client team to identify new business development...


  • Rochester, Medway, United Kingdom React Recruitment Ltd Full time

    We are seeking an experienced Private Client Paralegal to join our busy team. As a Private Client Paralegal, you will be responsible for drafting Wills, Estate Administration, Lasting Powers of Attorney and Deputyship Applications. You will also deal with Probate matters from start to end, including intestacy, with minimal supervision. Your excellent...

  • Mortgage Advisor

    2 months ago


    Rochester, Medway, United Kingdom THE OPENWORK PARTNERSHIP Full time

    Mortgage Advisor OpportunityWe are seeking a skilled Mortgage Advisor to join our team at THE OPENWORK PARTNERSHIP. As a Mortgage Advisor, you will be responsible for developing and expanding your client base, offering expert advice on Mortgage and Protection products, and handling applications from start to finish.Key Responsibilities:Develop and expand...

  • Mortgage Advisor

    2 months ago


    Rochester, Medway, United Kingdom THE OPENWORK PARTNERSHIP Full time

    Mortgage Advisor OpportunityWe are seeking a skilled Mortgage Advisor to join our team at THE OPENWORK PARTNERSHIP. As a Mortgage Advisor, you will be responsible for developing and expanding your client base, offering expert advice on Mortgage and Protection products, and handling applications from start to finish.Key Responsibilities:Develop and expand...


  • Rochester, Medway, United Kingdom BDM Recruitment Full time

    Unlock Your Potential as a Trainee Mortgage AdvisorAre you looking for a challenging and rewarding career in mortgage broking? We have an exciting opportunity for a Trainee Mortgage Advisor to join our team at BDM Recruitment.As a Trainee Mortgage Advisor, you will have the chance to gain valuable experience and develop your skills in mortgage broking. You...


  • Rochester, Medway, United Kingdom BDM Recruitment Full time

    Unlock Your Potential as a Trainee Mortgage AdvisorAre you looking for a challenging and rewarding career in mortgage broking? We have an exciting opportunity for a Trainee Mortgage Advisor to join our team at BDM Recruitment.As a Trainee Mortgage Advisor, you will have the chance to gain valuable experience and develop your skills in mortgage broking. You...


  • Rochester, Medway, United Kingdom Connect Personnel Full time

    ### Job Title: Trainee Mortgage Advisor ### Company Overview Connect Personnel is representing a longstanding client who is the biggest Estate Agency operating in the Southeast of England. They are passionate about their work and provide an exceptional service to all their clients. ### Job Description We are looking for a driven Trainee Mortgage Advisor...


  • Rochester, Medway, United Kingdom Connect Personnel Full time

    ### Job Title: Trainee Mortgage Advisor ### Company Overview Connect Personnel is representing a longstanding client who is the biggest Estate Agency operating in the Southeast of England. They are passionate about their work and provide an exceptional service to all their clients. ### Job Description We are looking for a driven Trainee Mortgage Advisor...


  • Rochester, Medway, United Kingdom mbi Staffing Full time

    Unlock Your Earning Potential as a Self-Employed Mortgage and Insurance AdvisorAre you a motivated and experienced financial services professional looking for a new challenge? Do you have a proven track record of success in the mortgage and insurance industry? We are seeking a self-employed Mortgage and Insurance Advisor to join our expanding team.About the...


  • Rochester, Medway, United Kingdom mbi Staffing Full time

    Unlock Your Earning Potential as a Self-Employed Mortgage and Insurance AdvisorAre you a motivated and experienced financial services professional looking for a new challenge? Do you have a proven track record of success in the mortgage and insurance industry? We are seeking a self-employed Mortgage and Insurance Advisor to join our expanding team.About the...

  • Mortgage Advisor

    4 weeks ago


    Rochester, Medway, United Kingdom Cubitt & West Full time

    About the RoleWe are seeking a highly motivated and customer-focused Mortgage Advisor to join our team at Cubitt & West. As a Mortgage Advisor, you will be responsible for providing expert advice and guidance to our clients on their mortgage options, ensuring they find the best solution for their needs.Key Responsibilities:Meet with clients to discuss their...

  • Mortgage Advisor

    4 weeks ago


    Rochester, Medway, United Kingdom Cubitt & West Full time

    About the RoleWe are seeking a highly motivated and customer-focused Mortgage Advisor to join our team at Cubitt & West. As a Mortgage Advisor, you will be responsible for providing expert advice and guidance to our clients on their mortgage options, ensuring they find the best solution for their needs.Key Responsibilities:Meet with clients to discuss their...


  • Rochester, Medway, United Kingdom Connect Personnel Full time £4 - £25

    Mortgage Lead Generation PositionConnect Personnel are representing a longstanding client who are the biggest Estate Agency operating in the Southeast of England. They are very passionate about the work they do and provide an exceptional service to all their clients. They are now looking to enhance their team in Dartford and are looking for a driven Trainee...


  • Rochester, Medway, United Kingdom Cubitt & West Full time

    About the RoleWe are seeking a highly motivated and customer-focused individual to join our team as a Trainee Mortgage Advisor. As a Trainee Mortgage Advisor, you will play a key role in providing exceptional customer service and delivering high-quality mortgage advice to our clients.Key ResponsibilitiesMeet with clients to understand their mortgage needs...

Private Client Advisor II

2 months ago


Rochester, Medway, United Kingdom Bank of America Full time

About the Role:

This position is responsible for driving business development and deepening client relationships within the Private Bank. The ideal candidate will have a strong understanding of complex financial services and be able to provide holistic recommendations to clients.

Key Responsibilities:

  • Lead the Client Management Process to identify new business development opportunities
  • Source new clients in alignment with the bank's established risk appetite
  • Develop an in-depth understanding of clients' needs and preferences
  • Advocate for clients and prospects as their trusted advisor
  • Encourage use and adoption of digital capabilities to enhance the client experience
  • Build relationships with internal and external partners

Requirements:

  • 12+ years of private banking or complex financial services experience
  • Responsible for driving new business development for target client segment ($3MM++ investable assets)
  • Series 7, 63 and 65 (or Series 7 and 66) required

Preferred Qualifications:

  • MBA or Post-Graduate Degree
  • CFP, CPA, CFA, CTFA, CFM or JD a significant plus

Additional Skills:

  • Business development
  • Prospecting and Qualification
  • Oral Communication
  • Investment Products and Solutions
  • Client team management
  • Influencing
  • Consulting
  • Problem Solving
  • Advisory Sales
  • Pipeline management
  • Active Listening
  • Collaboration

Work Environment:

This role is subject to SAFE Act registration requirements.