Private Client Advisor II

2 days ago

Los Angeles, California, United States Bank of America Full time
Job Title: Private Client Advisor II

At Bank of America, we are committed to helping our clients achieve their financial goals through personalized service and expert guidance. As a Private Client Advisor II, you will play a critical role in building and maintaining strong relationships with our high net worth clients, providing them with tailored financial solutions and exceptional service.

Key Responsibilities:
  • Lead the Client Management Process to identify new business development opportunities and deepen client relationships.
  • Source new clients in alignment with the bank's established risk appetite and lead the client team to deliver meaningful interactions and a Branded Client Experience.
  • 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.
  • 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.
  • 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).
Skills:
  • Business Development
  • Client Management
  • Client Solutions Advisory
  • Prospecting
  • Wealth Planning
  • Analytical Thinking
  • Oral Communications
  • Referral Management
  • Relationship Building
  • Risk Management
  • Active Listening
  • Attention to Detail
  • Collaboration
  • Decision Making
  • Loan Structuring
Benefits:

This role is eligible to participate in a formulaic incentive plan. Employees are eligible for incentives as detailed by the specific line of business incentive plan provisions. Formulaic plans may be comprised of monthly, quarterly and/or annual incentive opportunities. Incentives are earned based on the employees' performance against defined metrics.

This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws.

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