Private Client Advisor II

3 weeks ago

Portland, Oregon, United States Bank of America Full time

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. Our goal is to be a great place to work for our teammates around the world, and we believe that being a diverse and inclusive workplace is essential to achieving this goal.

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 also believe in the importance of working together and offering flexibility to our employees, using a multi-faceted approach 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 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.

Responsibilities:

  • Leads the Client Process Management Process within the client team to identify new business development opportunities
  • Sources new clients in alignment with the bank's established risk appetite
  • Leads the client team to deliver meaningful interactions and a Branded Client Experience
  • Develops 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
  • Advocates for clients and prospects as their trusted advisor, providing integrated recommendations including wealth structuring, credit facilities, banking, and asset management
  • Encourages use and adoption of digital capabilities to enhance the client and client team experience
  • Built 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 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)

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

Pay and 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.

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