High Net Worth Client Relationship Manager

1 week ago

Dallas, Texas, United States Bank of America Full time
Job Summary

We are seeking a highly skilled and experienced Private Client Advisor II to join our team at Bank of America. As a key member of our Private Bank, you will be responsible for building and maintaining relationships with high net worth clients, identifying new business opportunities, and delivering exceptional client experiences.

Key Responsibilities
  • Lead the client management process (CMP) to identify new business development opportunities and deepen client relationships.
  • Source new clients in alignment with 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, and be responsive to changes in the business environment and/or client needs.
  • Advocate for clients and prospects as their trusted advisor, providing integrated recommendations including wealth structuring, credit facilities, banking, and asset management.
  • Encourage the 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 minimal equivalent of a bachelor's degree.
  • 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).
Preferred Qualifications
  • 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.
Work Environment

This role 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, you will be 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.

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.

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