Private Client Advisor II

Min 12 yrs required

Full-time

No

Salary: $200,000 - $250,000
Job Title: Private Client Advisor II
Experience: 12+ years of private banking/complex financial services experience or equivalent financial services/business experience

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 and accessing the full array of Private Bank and Bank of America capabilities and services.
- Develop a deep understanding of clients' needs and preferences, and adapt to changes in the business environment.
- Advocate for clients and prospects as their trusted advisor, offering 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/complex financial services experience or equivalent financial services/business experience.
- Experience driving new business development for a target client segment with $3MM++ investable assets.
- Ability to present a holistic approach, leveraging the entire Private Bank platform to clients.
- Client-focused with exceptional interpersonal skills.
- Proactive leader who identifies opportunities for client engagement.
- Ability to influence and close business.
- Sales and financial aptitude.
- Skilled negotiator.
- Ability to identify and work with team specialists.
- Leadership skills in both the team and business community.
- Series 7, 63 and 65 (or Series 7 and 66) required (may gain 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.
- Certifications such as CFP, CPA, CFA, CTFA, CFM or JD are a significant plus.

Skills Used in this Role:
- Business development.
- Prospecting and qualification.
- Oral communication.
- Investment products and solutions.
- Client team management.
- Influencing.
- Consulting.
- Problem solving.
- Advisory sales.
- Pipeline management.
- Active listening.
- Collaboration.
- Transitioning client conversations.

Shift:
1st shift (United States of America)

Hours Per Week:
40

Travel: Yes, 10% of the time

Salary: $200,000 - $250,000

Job Title: Private Client Advisor II
Experience: 12+ years of private banking/complex financial services experience or equivalent financial services/business experience

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 and accessing the full array of Private Bank and Bank of America capabilities and services.
- Develop a deep understanding of clients' needs and preferences, and adapt to changes in the business environment.
- Advocate for clients and prospects as their trusted advisor, offering 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/complex financial services experience or equivalent financial services/business experience.
- Experience driving new business development for a target client segment with $3MM++ investable assets.
- Ability to present a holistic approach, leveraging the entire Private Bank platform to clients.
- Client-focused with exceptional interpersonal skills.
- Proactive leader who identifies opportunities for client engagement.
- Ability to influence and close business.
- Sales and financial aptitude.
- Skilled negotiator.
- Ability to identify and work with team specialists.
- Leadership skills in both the team and business community.
- Series 7, 63 and 65 (or Series 7 and 66) required (may gain 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.
- Certifications such as CFP, CPA, CFA, CTFA, CFM or JD are a significant plus.

Skills Used in this Role:
- Business development.
- Prospecting and qualification.
- Oral communication.
- Investment products and solutions.
- Client team management.
- Influencing.
- Consulting.
- Problem solving.
- Advisory sales.
- Pipeline management.
- Active listening.
- Collaboration.
- Transitioning client conversations.

Shift:
1st shift (United States of America)

Hours Per Week:
40

Travel: Yes, 10% of the time

Salary: $200,000 - $250,000

H1: Private Client Advisor II Job Description

H2: 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 and accessing the full array of Private Bank and Bank of America capabilities and services.
• Develop a deep understanding of clients' needs and preferences, and adapt to changes in the business environment.
• Advocate for clients and prospects as their trusted advisor, offering 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.

H2: Required Skills:

• 12+ years of private banking/complex financial services experience or equivalent financial services/business experience.
• Experience driving new business development for a target client segment with $3MM++ investable assets.
• Ability to present a holistic approach, leveraging the entire Private Bank platform to clients.
• Client-focused with exceptional interpersonal skills.
• Proactive leader who

Not specified

Competitive benefits, including medical, dental, and vision insurance, retirement plans, and paid time off

Not specified

Business Development, Relationship Management, Client Acquisition, Client Retention, Financial Planning, Investment Products, Leadership, Sales, Negotiation, Series 7, Series 63, Series 65, CFP, CPA, CFA, CTFA, CFM, JD

Bachelor's degree or equivalent experience, MBA or Post-Graduate Degree preferred

Interested candidates can apply through the Bank of America careers website or through a recruitment agency.

Qualification and Experience Bachelor's degree or equivalent experience, MBA or Post-Graduate Degree preferred, Series 7, 63 and 65 (or Series 7 and 66) required

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