Senior Wealth Strategist

4 weeks ago

Rochester, Medway, United Kingdom Bank of America Full time

Job Summary

This role is responsible for driving business development and deepening client relationships within the Private Bank at Bank of America. 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 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

Requirements

  • 12+ years of private banking or complex financial services experience
  • Series 7, 63 and 65 (or Series 7 and 66) required
  • MBA or Post-Graduate Degree preferred

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 based in the United States and requires a 1st shift schedule with 40 hours per week.

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