Private Client Manager II

Min 7 yrs required

Full-time

No

Salary: $80,000 - $120,000 per year


SEO Friendly Job Title: Private Client Manager II - Scottsdale, Arizona

H1 Heading: Join Bank of America as a Private Client Manager II

H2 Heading: Become a Part of the Team at Bank of America

Private Client Manager II - Scottsdale, Arizona

Bank of America, a leading financial institution, is seeking a Private Client Manager II to join their team in Scottsdale, Arizona. This position offers a competitive salary ranging from $80,000 to $120,000 per year, as well as a comprehensive benefits package to support the physical, emotional, and financial well-being of employees and their families.

As a Private Client Manager II at Bank of America, you will play a key role in driving Responsible Growth by acquiring new clients, deepening client relationships, and providing a Branded Client Experience. You will have the opportunity to learn, grow, and make a meaningful impact while working in a diverse and inclusive workplace that values teamwork and collaboration.

Key Responsibilities:

- Lead the Client Management Process to identify new business development opportunities
- Source new clients in alignment with the bank's risk appetite
- Deliver a Branded Client Experience and provide integrated recommendations for wealth structuring, credit facilities, banking, and asset management
- Develop an in-depth understanding of clients’ needs and preferences and adapt to changes in the business environment
- Build relationships with internal and external partners and centers of influence
- Encourage the use of digital capabilities to enhance the client and client team experience

Required Skills:

- 7+ years of experience managing relationships with high net worth clients or equivalent financial services/business experience
- Strong interpersonal and partnership skills
- Significant knowledge of banking and credit, with a general understanding of investments, trust, and wealth transfer
- Series 7, 63 and 65 (or Series 7 and 66) required; unlicensed candidates may be considered if willing to obtain licenses within 90 days of employment

Desired Skills:

- MBA or Post-Graduate Degree preferred
- CFP, CPA, CFA, CTFA, CFM or JD a significant plus

In addition to a competitive salary, Bank of America offers a range of benefits to support their employees, including flexible work arrangements and opportunities for career growth and development. Join the team at Bank of America and make a difference in the lives of clients and communities. Apply now!

Not specified

Competitive benefits package including healthcare, retirement, and other financial wellness programs

Not specified

Relationship Management, Client Acquisition, Wealth Planning, Referral Management, Risk Management, Loan Structuring

MBA or Post-Graduate Degree preferred, CFP, CPA, CFA, CTFA, CFM or JD a significant plus

Interested candidates can apply through the company's website or through a job posting platform.

Qualification and Experience MBA or Post-Graduate Degree preferred, CFP, CPA, CFA, CTFA, CFM or JD a significant plus

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