Private Client Advisor II

6 days ago

San Antonio, Texas, 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. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities, and shareholders every day.

One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We are devoted to being a diverse and inclusive workplace for everyone. 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 believe both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, 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. Job expectations include ensuring retention of clients.

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

Bank of America is an Equal Employment Opportunity and Affirmative Action Employer:

We 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. We also prohibit discrimination on other bases such as medical condition, marital status, or any other factor that is irrelevant to the performance of our teammates.

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