Private Client Advisor II

Min 12 yrs required

Full-time

No

Private Client Advisor II - Los Angeles, CA:

- Job Title: Private Client Advisor II
- Location: Los Angeles, CA
- Job Type: Full time
- Experience: 12+ years of private banking or complex financial services experience OR equivalent financial services/business experience
- Salary: Competitive, based on experience and qualifications

About the Company:

- Company: Bank of America
- Guided by a common purpose to help make financial lives better through the power of every connection
- Committed to Responsible Growth and being a diverse and inclusive workplace for everyone

Job Description:

- Responsible for acquiring new clients, deepening client relationships, and building upon an internal and external network to achieve business development goals
- Leads the Client Management Process and partners across the enterprise to provide a Branded Client Experience
- Develops an in-depth understanding of clients’ needs and preferences
- Advocates for clients and prospects as their trusted advisor
- Encourages use of digital capabilities to enhance client and team experience
- Builds relationships with internal and external partners and centers of influence

Responsibilities:

- Leads the Client Process Management Process to identify new business development opportunities
- Sources new clients in alignment with the bank's established risk appetite
- Delivers meaningful interactions and a Branded Client Experience
- Provides integrated recommendations including wealth structuring, credit facilities, banking, and asset management
- Encourages use of digital capabilities
- Builds relationships with partners and centers of influence

Required Skills:

- 12+ years of private banking or complex financial services experience OR equivalent financial services/business experience
- Experience driving new business development for target client segment ($3MM++ investable assets)
- Ability to present a holistic approach, leveraging the entire Private Bank platform
- Exceptional interpersonal skills
- Ability to influence and close business
- Solutions oriented with strong sales and financial aptitude
- Skilled negotiator
- Ability to work 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 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
- 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

Shift:

- 1st shift (United States of America)

Hours Per Week:

- 40

Travel:

- Yes, 5% of the time

Not specified

Competitive benefits package

Not specified

Client Management, Wealth Planning, Analytical Thinking, Oral Communications, Active Listening, Attention to Detail, Collaboration, Decision Making, Loan Structuring

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

Interested candidates can apply through the company's website.

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

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