Private Client Advisor II

7 days ago


Miami, 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 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, including access to the full array of Private Bank and the bank's capabilities and services to meet specific client needs.
  • Ensure retention of clients and drive new business development for target client segment ($3MM++ investable assets).
  • Present to clients a holistic approach, leveraging the entire Private Bank platform.
  • 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 degree.
  • 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
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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