Private Client Advisor II
4 weeks ago
Job Title: Private Client Advisor II
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 Private Banking group, you will be 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.
Requirements:
- 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.
Preferred Qualifications:
- MBA or Post-Graduate Degree.
- CFP, CPA, CFA, CTFA, CFM or JD a significant plus.
What We Offer:
- Competitive annualized salary: $100,000.00 - $250,000.00.
- Formulaic incentive eligible.
- Benefits eligible.
Equal Employment Opportunity:
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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