Private Client Manager II
2 weeks ago
At Bank of America, we are committed to helping our clients achieve their financial goals through personalized service and expert guidance.
Job Summary:This role is responsible for expanding client relationships by identifying opportunities to deepen existing relationships. Key responsibilities include advising on the client's financial needs and the full array of Private Bank's capabilities, establishing and deepening relationships with internal and external partners and Centers of Influence to identify prospects.
Key Responsibilities:- Drive inflows of new business across all product lines (i.e., Credit, Assets Under Management, Deposit) into existing book of business
- Lead complex credit opportunities, including structured credit deals
- Grow book balances and Year over Year revenue
- Partner with and mentor Private Client Managers on more complex products and client relationships
- Act as Chief Operating Officer for the client team, coordinating relationship management activities and managing successful delivery of Branded Client Experience to support client satisfaction
- 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
- 15+ years' experience in private banking (ultra high-net-worth space), business development and relationship management
- Significant knowledge of banking and credit: general understanding of investments, trust and wealth transfer
- Solutions oriented; sales and financial aptitude a must
- Present 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 and team
- Excellent ability to work in team environment
- Ability to influence; proactively asks for and closes business
- 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; unlicensed candidates may be considered if willing to obtain licenses within a standard time frame of 90 days per exam after the first working day in this position
- MBA or Post-Graduate Degree preferred
- CFP, CPA, CFA, CTFA, CFM or JD a significant plus
- Client Management
- Client Solutions Advisory
- Loan Structuring
- Relationship Building
- Risk Management
- Active Listening
- Analytical Thinking
- Oral Communications
- Referral Management
- Underwriting
- Account Management
- Attention to Detail
- Collaboration
- Decision Making
- Financial Analysis
This role is eligible for a competitive salary and benefits package, including a formulaic incentive plan. Employees are eligible for incentives as detailed by the specific line of business incentive plan provisions. Formulaic plans may be comprised of monthly, quarterly and/or annual incentive opportunities. Incentives are earned based on the employee's performance against defined metrics.
This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.
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, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws.
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