Private Client Advisor II

Min 12 yrs required

Full-time

No

Salary:
$125,000 - $150,000 per year

Private Client Advisor II - Clayton, Missouri


Summary:

Title: Private Client Advisor II
Location: Clayton, Missouri
Posted Date: 01/05/24
Salary: $125,000 - $150,000 per year
Job Type: Full-time

Introduction:
Bank of America is committed to improving the financial lives of its clients through strong connections and responsible growth. As a company, we prioritize diversity and inclusivity and invest in our employees' well-being. Join us and make a difference in the world of finance.

Job Description:
The Private Client Advisor II is responsible for acquiring new clients, deepening client relationships, and building an internal and external network to meet business development goals. This role involves leading the Client Management Process and providing a Branded Client Experience, including access to the full array of Private Bank and bank services. The successful candidate will have strong relationship-building skills and be able to identify and meet clients' needs.

Responsibilities:
- Lead the Client Process Management Process to identify new business opportunities
- Source new clients in line with the bank's risk appetite
- Deliver a meaningful Branded Client Experience
- Understand clients' needs and provide integrated recommendations, including wealth structuring, credit facilities, banking, and asset management
- Encourage the use of digital capabilities to enhance the client 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
- Proven track record in driving new business development for high net worth clients
- Ability to present a holistic approach utilizing the full Private Bank platform
- Excellent interpersonal skills and a client-focused mindset
- Ability to influence and close business
- Solutions-oriented thinking with strong sales and financial aptitude
- Skilled negotiator
- Team player with the ability to identify the need for specialists and collaborate effectively
- Leadership skills both within the team and the 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

Additional Skills:
- Business development
- Prospecting and Qualification
- Oral Communication
- Investment Products and Solutions
- Client team management
- Influencing
- Consulting
- Problem Solving
- Investment Products and Solutions
- Advisory Sales
- Pipeline management
- Active Listening
- Collaboration
- Transitioning client conversations

Shift:
1st shift (United States of America)

Hours Per Week:
40

Travel: Yes, 5% of the time

Apply Now:
If you are a high-performing individual with a passion for financial services and a desire to make a positive impact, then this is the opportunity for you. Join Bank of America and grow your career while helping clients achieve their financial goals. Apply now for the Private Client Advisor II position in Clayton, Missouri.

Not specified

Competitive benefits package

Not specified

Business Development, Client Relationship Management, Networking, Sales, Negotiation, Leadership, Team Management, Investment Products and Solutions, Advisory Sales, Consulting, Problem Solving, Active Listening, Collaboration

MBA or Post-Graduate Degree preferred

Apply online

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

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