Private Client Advisor II

4 days ago

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

We are seeking a highly skilled Private Client Advisor II to join our team at Bank of America. As a key member of our business development team, you will be responsible for identifying new business opportunities, deepening client relationships, and building a strong network to drive business growth.

Key Responsibilities
  • Lead the client management process (CMP) to identify new business development opportunities and drive revenue growth.
  • Source new clients in alignment with established risk appetite and business objectives.
  • Develop and maintain strong relationships with internal and external partners to provide a branded client experience.
  • Advocate for clients and prospects as their trusted advisor, providing integrated recommendations on wealth structuring, credit facilities, banking, and asset management.
  • Encourage the use and adoption of digital capabilities to enhance the client and client team experience.
Requirements
  • 12+ years of private banking or complex financial services experience or equivalent.
  • Responsible for driving new business development for target client segment ($3MM++ investable assets).
  • Presents 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.

Bank of America is an equal opportunity employer and welcomes applications from diverse candidates. We are committed to creating a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse.

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