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High Net Worth Client Relationship Manager
2 months ago
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.
- 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.
- Build relationships with internal and external partners and centers of influence.
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.
- 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.
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.
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent.
Shift: 1st shift (United States of America).
Hours Per Week: 40.
