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Client Relationship Manager
2 months ago
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Our goal is to be a great place to work for our teammates around the world, and we achieve this by 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.
We believe 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.
This role is 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.
- Source new clients in alignment with the bank's established risk appetite.
- Develop an in-depth understanding of clients' needs, preferences, and overall wealth strategy.
- Advocate for clients and prospects as their trusted advisor, providing integrated recommendations.
- Encourage use and adoption of digital capabilities to enhance the client and client team experience.
- 12+ years of private banking or complex financial services experience.
- Responsible for driving new business development for target client segment ($3MM++ investable assets).
- Presents 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.
- MBA or Post-Graduate Degree.
- CFP, CPA, CFA, CTFA, CFM or JD.
- Business Development.
- Client Management.
- Client Solutions Advisory.
- Prospecting.
- Wealth Planning.
- Analytical Thinking.
- Oral Communications.
- Referral Management.
- Relationship Building.
- Risk Management.
