Private Client Advisor II

Min 12 yrs required

Full-time

No

Private Client Advisor II - Albany, Rochester, Buffalo, New York - Bank of America - Posted 09/26/23

Headline: Join Bank of America as a Private Client Advisor II in Albany, Rochester, or Buffalo, New York and make a difference in the financial lives of our clients.

H1: Private Client Advisor II Opportunity in Albany, Rochester, and Buffalo, New York

H2: Build Your Career at Bank of America and Make an Impact as a Private Client Advisor II

Private Client Advisor II Job Description and Responsibilities:

- Responsible for new client acquisition, deepening client relationships, and building a strong network to achieve business development goals.
- Leads the client management process (CMP) and provides a branded client experience (BCE) by utilizing Bank of America's capabilities and services to meet specific client needs.
- Retention of clients is also a critical aspect of this role.
- Advocates for clients and prospects as their trusted advisor, providing integrated recommendations for wealth structuring, credit facilities, banking, and asset management.
- Develops a thorough understanding of clients' needs and preferences, and adapts to changes in the business environment and client needs.
- Encourages the use of digital capabilities to enhance the client and client team experience.
- Builds relationships with internal and external partners and centers of influence.

Private Client Advisor II Required Skills:

- 12+ years of experience in private banking or complex financial services, or equivalent bachelor's degree.
- Ability to drive new business development for target client segment with $3MM++ investable assets.
- Presents a holistic approach to clients, leveraging the entire Private Bank platform.
- Exceptional interpersonal skills and a client-focused mindset.
- Proactively seeks opportunities for client engagement and acts upon them for the betterment of the client.
- Influential and able to close business deals.
- Strong sales and financial aptitude.
- Skilled negotiator.
- Ability to work with and identify the need for team specialists and 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) licenses required.

Private Client Advisor II Desired Skills:

- MBA or post-graduate degree preferred.
- CFP, CPA, CFA, CTFA, CFM, or JD a plus.

Private Client Advisor II Skills Used in this Role:

- Business development and prospecting.
- Oral communication and active listening.
- Investment products and solutions.
- Client team management.
- Influencing and consulting.
- Problem-solving.
- Advisory sales and pipeline management.
- Collaboration and transitioning client conversations.

Private Client Advisor II Shift and Hours Per Week:

- 1st shift, 40 hours per week.
- Some travel may be required (10% of the time).

Private Client Advisor II Salary Information:

- Full-time position with competitive salary and benefits package.
- Salary will be based on experience and qualifications.

Join Bank of America as a Private Client Advisor II and make a difference in the financial lives of our clients. This role offers opportunities for career growth, learning, and impact, all while working with a diverse and inclusive team. Apply now to become part of our Responsible Growth mission!

Competitive benefits package including health, dental, vision, retirement, and more

Business Development, Client Management, Relationship Building, Financial Planning, Sales, Negotiation, Leadership, Series 7, Series 63, Series 65, Series 66, MBA, CFP, CPA, CFA, CTFA, CFM, JD

Bachelor's degree or equivalent experience in private banking or financial services. MBA or post-graduate degree preferred.

Interested candidates should apply online through the company's website.

Qualification and Experience Bachelor's degree or equivalent experience in private banking or financial services

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