Private Client Advisor II

12-20 yrs required

Full-time

No

Salary: $100,000 - $200,000 per year

Job Title: Private Client Advisor II
Experience: 12+ years of private banking or complex financial services experience OR minimal equivalent of a bachelor degree

Responsibilities:
- Lead the client management process (CMP) to identify new business development opportunities
- Source new clients in alignment with established risk appetite
- Provide a branded client experience (BCE) by partnering with the enterprise to access the full array of Private Bank and Bank of America capabilities and services
- Retain clients through building strong relationships and being responsive to their needs
- Advocate for clients and offer integrated recommendations for their wealth strategy
- Encourage the use of digital capabilities for a better client experience
- Develop relationships with internal and external partners and centers of influence
- Drive new business development for a target client segment with $3MM++ investable assets
- Present a holistic approach to clients, utilizing the entire Private Bank platform
- Demonstrate exceptional interpersonal skills and be client-focused
- Proactively identify opportunities for client engagement and take action
- Influence and close business
- Be solutions-oriented with strong sales and financial aptitude
- Negotiate effectively
- Work with team specialists and collaborate closely with other team members
- Assume a leadership role on the team and within the business community
- Possess necessary licenses (Series 7, 63 and 65 or Series 7 and 66) or be willing to obtain them within 90 days of start date

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

Shift: 1st shift (United States of America)
Hours per Week: 40

Job Description:
- Responsible for new client acquisition, deepening client relationships, and building an internal and external network to achieve business development goals
- Lead the client management process and provide a branded client experience
- Retain clients through strong relationships and being responsive to their needs
- Drive new business development for a target client segment with $3MM++ investable assets
- Present a holistic approach to clients, utilizing the entire Private Bank platform
- Possess necessary licenses (Series 7, 63 and 65 or Series 7 and 66) or be willing to obtain them within 90 days of start date

Company: Bank of America
Location: Los Angeles, California

Salary Information:
- Salary range: $100,000 - $200,000 per year
- Salary based on experience and qualifications

Job Title: Private Client Advisor II
Experience: 12+ years of private banking or complex financial services experience OR minimal equivalent of a bachelor degree

Responsibilities:
- Lead the client management process (CMP) to identify new business development opportunities
- Source new clients in alignment with established risk appetite
- Provide a branded client experience (BCE) by partnering with the enterprise to access the full array of Private Bank and Bank of America capabilities and services
- Retain clients through building strong relationships and being responsive to their needs
- Advocate for clients and offer integrated recommendations for their wealth strategy
- Encourage the use of digital capabilities for a better client experience
- Develop relationships with internal and external partners and centers of influence
- Drive new business development for a target client segment with $3MM++ investable assets
- Present a holistic approach to clients, utilizing the entire Private Bank platform
- Demonstrate exceptional interpersonal skills and be client-focused
- Proactively identify opportunities for client engagement and take action
- Influence and close business
- Be solutions-oriented with strong sales and financial aptitude
- Negotiate effectively
- Work with team specialists and collaborate closely with other team members
- Assume a leadership role on the team and within the business community
- Possess necessary licenses (Series 7, 63 and 65 or Series 7 and 66) or be willing to obtain them within 90 days of start date

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

Shift: 1st shift (United States of America)
Hours per Week: 40

Job Description:
- Responsible for new client acquisition, deepening client relationships, and building an internal and external network to achieve business development goals
- Lead the client management process and provide a branded client experience
- Retain clients through strong relationships and being responsive to their needs
- Drive new business development for a target client segment with $3MM++ investable assets
- Present a holistic approach to clients, utilizing the entire Private Bank platform
- Possess necessary licenses (Series 7, 63 and 65 or Series 7 and 66) or be willing to obtain them within 90 days of start date

Company: Bank of America
Location: Los Angeles, California

Salary Information:
- Salary range: $100,000 - $200,000 per year
- Salary based on experience and qualifications

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Competitive benefits package including health, retirement, and wellness options

Not specified

MBA or Post-Graduate Degree preferred

Apply online through Bank of America's career website

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