Private Client Advisor II

Min 12 yrs required

Full-time

No

Job Title: Private Client Advisor II
Location: Brooklyn, New York
Salary: Competitive salary based on experience and qualifications
Experience: 12+ years of private banking or complex financial services experience or equivalent financial services/business experience

Bank of America is a leading financial institution dedicated to helping individuals and businesses achieve their financial goals. As a Private Client Advisor II, you will play a critical role in driving Responsible Growth by acquiring new clients, deepening client relationships, and utilizing your network to achieve business development goals. You will also have the opportunity to work in a diverse and inclusive workplace, with competitive benefits to support your physical, emotional, and financial well-being.

Responsibilities:

* Lead the Client Management Process within the client team to identify new business development opportunities
* Source new clients in alignment with the bank's risk appetite
* Deliver a Branded Client Experience by providing access to the full array of Private Bank and bank's capabilities and services to meet specific client needs
* Develop an in-depth understanding of clients’ needs, preferences, and overall wealth strategy
* Act as a trusted advisor for clients, providing integrated recommendations for wealth structuring, credit facilities, banking, and asset management
* Encourage the use of digital capabilities to enhance the client and client team experience
* Build relationships with internal and external partners and centers of influence

Required Skills:

* 12+ years of private banking or complex financial services experience or equivalent financial services/business experience
* Proven track record of driving new business development for target client segment ($3MM++ investable assets)
* Ability to present a holistic approach and leverage the entire Private Bank platform to clients
* High touch, client-focused individual with exceptional interpersonal skills
* Strong leadership skills and ability to identify opportunities for client engagement
* Proactive and able to close business
* Solutions-oriented with sales and financial aptitude
* Skilled negotiator
* Ability to work collaboratively with team members and identify the need for team specialists
* Takes on a leadership role within the team and business community
* Series 7, 63, and 65 (or Series 7 and 66) required (may obtain 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

Skills:

* Business Development
* Client Management
* Client Solutions Advisory
* Prospecting
* Wealth Planning
* Analytical Thinking
* Oral Communications
* Referral Management
* Relationship Building
* Risk Management
* Active Listening
* Attention to Detail
* Collaboration
* Decision Making
* Loan Structuring

In addition to competitive salary and benefits, this position offers the opportunity to work with a dynamic and diverse team, with the potential for travel up to 5% of the time. As a Private Client Advisor II, you will have the power to make a difference and help drive Responsible Growth at Bank of America. Join us and start a rewarding career with endless opportunities for learning, growth, and impact. Apply now!

Not specified

Competitive benefits package including physical, emotional, and financial well-being support

Not specified

Business Development, Client Management, Client Solutions Advisory, Prospecting, Wealth Planning, Analytical Thinking, Oral Communications, Referral Management, Relationship Building, Risk Management, Active Listening, Attention to Detail, Collaboration, Decision Making, Loan Structuring

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

Interested candidates should apply through the company's website

Qualification and Experience 12+ years of private banking or complex financial services experience OR equivalent financial services/business experience, MBA or Post-Graduate Degree preferred, CFP, CPA, CFA, CTFA, CFM or JD a significant plus

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