We have other current jobs related to this field that you can find below
-
client advisor
4 weeks ago
Miami, Florida, United States Zimmermann Full timeAbout the jobZIMMERMANN is one of Australia's leading and most respected fashion designer brands. Zimmermann's ready-to-wear and swim and resort collections are sold through Zimmermann boutiques and high-end retailers both in Australia and internationally. We maintain stand-alone retail stores throughout Australia, EU, UK the USA and a successful online...
-
Miami, Florida, United States Eliteprofitpath Full timeAn exceptionally accomplished and fervent Director of Private Banking and Wealth Management, boasting 20+ years of demonstrated success in new business development, increasing competitive market share, and leading business management.Location: Miami, FLWilling to Relocate: NoWants: Seeking a W2 salary role, ideally within a Private Bank or Wealth Management...
-
Private Wealth Client Associate
1 month ago
Miami, Florida, United States Bank of America Full timeJob Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.One of the keys to driving Responsible Growth is being a great place to work for our...
-
Private Wealth Advisor
6 days ago
Miami, Florida, United States 5 Legal Full timeBecome a Part of Our Esteemed Firm5 Legal is a distinguished international law firm seeking a skilled associate to enhance our vibrant Private Client Practice Group. The successful candidate will possess a robust background in creating estate planning documents of diverse complexities, alongside experience in both domestic and international tax strategies....
-
Private Bank
1 month ago
Miami, Florida, United States Bank of America Full timeJob Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.One of the keys to driving Responsible Growth is being a great place to work for our...
-
Miami, Florida, United States HealthEcareers - Client Full timeJob Title: Registered Nurse - ICU - Intensive Care Unit - Level IIJob Summary:HealthEcareers - Client is seeking a highly skilled and dedicated Registered Nurse to join our team in the Intensive Care Unit (ICU). As a Registered Nurse - ICU - Intensive Care Unit - Level II, you will be responsible for providing high-quality patient care to critically ill...
-
Miami, Florida, United States Goldman Sachs Full timeOUR IMPACTAre you a quick-thinking self-starter with a passion for client service, the desire to work closely with teammates and clients, and the ability to problem solve and to think outside the box? Our Wealth Management Professionals support all aspects of our business from an operational and relationship management perspective. We are seeking...
-
Client Relations Specialist
6 days ago
Miami, Florida, United States Hastings & Hastings, Placement and Staffing Services Full timeJob OverviewClient Relations Specialist - Wealth ManagementProvide exceptional support to Financial Advisors catering to Ultra High Net Worth clients within a dynamic Wealth Management environment.QUALIFICATIONSBachelor's degree in Finance, Business Administration, Economics, or a related discipline.Minimum of 2 years' experience in client services,...
-
Aviation Sales Consultant
6 days ago
Miami, Florida, United States Lincoln Private Jets Full timeJob OverviewAviation Sales Consultant (ON-SITE/ENTRY-LEVEL POSITION)IMMEDIATE OPPORTUNITY WITH UNLIMITED COMMISSION STARTING AT 20%If you are an enthusiastic sales professional with a keen interest in aviation, looking for a supportive and growth-oriented organization to elevate your career, we would like to connect with you.Lincoln Private Jets operates as...
-
Estate Planning Legal Advisor
6 days ago
Miami, Florida, United States Jobot Full timePosition Overview:We are currently seeking a skilled and motivated Estate Planning Legal Advisor to join our esteemed legal practice. This role is pivotal as we navigate an exciting phase of expansion within our firm.Why Consider This Opportunity?Flexible remote work optionsAttractive salary rangeSignificant potential for professional advancementKey...
-
Client Associate
3 weeks ago
Miami, Florida, United States UBS Full timeClient AssociateUnited States - Florida Business management, administration and support Global Wealth Management Job Reference # 299127BR City Miami Job Type Full Time Your role Are you truly service oriented? Do you know how to take care of people?We're looking for a Client Associate to:• keep management systems up-to-date with client...
-
Client Relations Specialist
16 hours ago
Miami, Florida, United States THE COLLECTION Full timeCustomer Experience CoordinatorBecome a vital member of our distinguished team at THE COLLECTION, where we excel in delivering outstanding customer support in a dynamic and rewarding environment. As a Customer Experience Coordinator, your primary responsibility will be to oversee both incoming and outgoing communications with clients, discerning their...
-
Beauty Advisor
1 month ago
Miami, Florida, United States Sephora Full timeJob ID: 252247Store Name/Number: FL-Dadeland (0414)Address: 7479 N. Kendall Drive, Miami, FL 33156, United States (US)Hourly/Salaried: Hourly (Non-Exempt)Full Time/Part Time: Part TimePosition Type: RegularYour role at Sephora: As a Beauty Advisor, you'll help clients discover the power of beauty. This role is about creating personalized experiences for...
-
Legal Assistant II
14 hours ago
Miami, Florida, United States Church World Service Full timePosition: Paralegal II - FLAbout Church World ServiceAt Church World Service, we strive for a future where everyone has access to essential resources, a voice in their community, and a secure place to call home.Role OverviewThe Paralegal II will support the Attorney and other paralegals in the preparation of case files and community outreach efforts.Key...
-
Client Relations Specialist
6 days ago
Miami, Florida, United States Regal Securities, Inc. Full timeJob OverviewJoin Regal Securities, Inc. as a Client Relations Specialist, where your expertise in customer engagement will shine.Why Choose Regal Securities?We pride ourselves on our exceptional leadership and a collaborative workplace culture that fosters growth and success.Position Summary:The Client Relations Specialist is dedicated to delivering...
-
Trust and Estate Wealth Advisor
6 days ago
Miami, Florida, United States Citigroup Full timePosition Title: Wealth Planner at Citi TrustThe Wealth Planner at Citi Trust collaborates closely with Private Bankers and other members of the Citi Private Bank team worldwide to enhance revenue by recognizing and securing trust, estate, and insurance opportunities with clients and potential clients.Key Responsibilities:Crafting tailored wealth strategies...
-
Legal Advisor for Client Communications
6 days ago
Miami Beach, Florida, United States GF IMMIGRATION LAW, PA Full timeJob OverviewSalary: $100,000 - $150,000About Us:GF Immigration Law - Abogada Julia (GFI) stands as one of the premier humanitarian immigration law firms in the United States. Our firm is dedicated to supporting and advocating for the undocumented community, particularly those who have faced exploitation in the workplace, as well as victims of domestic...
-
Kubernetes Devops Private Cloud Engineer
1 month ago
Miami, Florida, United States The Judge Group Inc. Full timeLocation: REMOTEDescription: Our client is currently seeking a Kubernetes Devops/Private Cloud Engineer This job will have the following responsibilities: The project is building a version of a public cloud like AWS or Azure for client's own private use to develop and deploy new services. Our client still has gaps around getting the new services ready for...
-
Legal Assistant II
9 hours ago
Miami, Florida, United States Church World Service Full timeParalegal II - FLAbout Church World ServiceAt Church World Service, we strive for a society where every individual has access to essential resources, a voice in their community, and a secure environment to thrive.Role OverviewThe Paralegal II will support the Attorney and/or fellow paralegals in the preparation of case documentation and community outreach...
-
Buyer II
1 month ago
Miami, Florida, United States Royal Caribbean International Full timeJourney with us Combine your career goals and sense of adventure by joining our exciting team of employees. Royal Caribbean Group is pleased to offer a competitive compensation and benefits package, and excellent career development opportunities, each offering unique ways to explore the world.The Royal Caribbean Group's Supply Chain team has an exciting...
![Bank of America](https://contents.bebee.com/companies/us/bank-of-america/avatar-s2EEZ.png)
Private Client Advisor II
1 month ago
Job Description:
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.
One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.
Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization.
Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us
Job Description:
This job is responsible for acquiring new clients, deepening client relationships, and building upon an internal and external network to achieve business development goals. Key responsibilities include leading the Client Management Process and partnering 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. Job expectations include ensuring retention of clients. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.
Responsibilities:
Leads the Client Process Management Process within the client team to identify new business development opportunitiesSources new clients in alignment with the bank's established risk appetiteLeads the client team to deliver meaningful interactions and a Branded Client ExperienceDevelops an in-depth understanding of clients needs, preferences, and overall wealth strategy, being responsive to changes in the business environment and/or with client needsAdvocates for clients and prospects as their trusted advisor, providing integrated recommendations including wealth structuring, credit facilities, banking, and asset managementEncourages use and adoption of digital capabilities to enhance the client and client team experienceBuilds relationships with internal and external partners and centers of influenceRequired skills:12+ years of private banking or complex financial services experience OR minimal equivalent of a bachelor degree
Responsible for driving new business development for target client segment ($3MM++ investable assets)
Present to clients a holistic approach, leveraging the entire Private Bank platform
A high touch, client-focused individual with exceptional interpersonal skills
A leader who recognizes opportunities for client engagement and proactively acts upon them for the betterment of the client
Ability to influence; proactively asks for and closes business
Solutions oriented; sales and financial aptitude a must
Must be a skilled negotiator
Ability to work and identify the need for team specialists; collaborate closely with other team members
Takes on a leadership role on the team and within the business community
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)
Desired skills:
MBA or Post-Graduate Degree preferred
CFP, CPA, CFA, CTFA, CFM or JD a significant plus
Skills Used in this Role:
Business development
Prospecting and Qualification
Oral Communication
Investment Products and Solutions
Client team management
Influencing
Consulting
Problem Solving
Investment Products and Solutions
Advisory Sales
Pipeline management
Active Listening
Collaboration
Transitioning client conversations
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Shift:1st shift (United States of America)
Hours Per Week: 40