Private Client Advisor II

Min 12 yrs required

Full-time

No

Salary: $225,000 - $300,000 per year

Private Client Advisor II - Responsible for driving new business development for target client segment ($3MM++ investable assets). Builds relationships with internal and external partners and centers of influence. Leads the client team to deliver meaningful interactions and a Branded Client Experience. Encourages use and adoption of digital capabilities to enhance the client and client team experience. Develops an in-depth understanding of clients’ needs, preferences, and overall wealth strategy. Responsible for retention of clients.

H1: Private Client Advisor II - Responsible for Driving Business Development
H2: Join the Bank of America Team as a Private Client Advisor II

Private Client Advisor II - 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 within the client team to identify new business development opportunities
- Sources new clients in alignment with the bank's established risk appetite
- Develops an in-depth understanding of clients’ needs, preferences, and overall wealth strategy
- Advocates for clients and prospects as their trusted advisor, providing integrated recommendations including wealth structuring, credit facilities, banking, and asset management
- Encourages use and adoption of digital capabilities to enhance the client and client team experience
- Builds relationships with internal and external partners and centers of influence
- Responsible for retention of clients

Salary Information:
- $225,000 - $300,000 per year

Job Title:
- Private Client Advisor II

Experience Information:
- 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

Responsibilities:
- Leads the Client Management Process within the client team to identify new business development opportunities
- Sources new clients in alignment with the bank's established risk appetite
- Leads the client team to deliver meaningful interactions and a Branded Client Experience
- Develops an in-depth understanding of clients’ needs, preferences, and overall wealth strategy, being responsive to changes in the business environment and/or with client needs
- Advocates for clients and prospects as their trusted advisor, providing integrated recommendations including wealth structuring, credit facilities, banking, and asset management
- Encourages use and adoption of digital capabilities to enhance the client and client team experience
- Builds 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
- A high touch, client-focused individual with exceptional interpersonal skills
- Ability to influence; proactively asks for and closes business
- Solutions oriented; sales and financial aptitude a must
- Must be a skilled negotiator
- Ability to work and identify the need for team specialists; collaborate closely with other team members
- Takes on a leadership role on the team and within 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

SEO-Friendly Job Title:
- Private Client Advisor II - Business Development and Client Management

H1: Private Client Advisor II - Business Development and Client Management
H2: Join the Bank of America Team as a Private Client Advisor II

Bold Headlines:
- Drive Business Development and Client Management as a Private Client Advisor II
- Join a Global Leader in Responsible Growth as a Private Client Advisor II
- Build Relationships and Make an Impact as a Private Client Advisor II at Bank of America

Competitive benefits to support physical, emotional, and financial well-being

Not specified

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

Interested candidates can apply online through the company's website.

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

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