Private Client Advisor II

Min 12 yrs required

Full-time

No

SEO friendly job title: Private Client Advisor II - Business Development and Client Management
H1: Private Client Advisor II - Business Development and Client Management Opportunity at Bank of America
H2: Join Our Team and Make an Impact with Bank of America

Private Client Advisor II - San Diego, CA
San Diego, California
Posted 03/19/24
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Job Description:

At Bank of America, we are committed to driving Responsible Growth and creating a diverse and inclusive workplace for our employees. Join our team as a Private Client Advisor II in San Diego, CA and make a difference in the financial lives of our clients.

Key Responsibilities:

Acquire new clients, deepen relationships, and build networks to achieve business development goals
Lead the Client Management Process and provide a Branded Client Experience
Understand clients' needs and preferences, and provide integrated recommendations for wealth structuring, credit facilities, banking, and asset management
Encourage use of digital capabilities for enhanced 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 financial services/business experience

* Strong business development skills with a focus on target client segment ($3MM++ investable assets)

* Ability to present a holistic approach using the entire Private Bank platform

* Exceptional interpersonal skills and a client-focused mindset

* Proactive and influential, with the ability to close deals

* Solutions-oriented with strong sales and financial aptitude

* Negotiation skills and ability to work with team specialists

* Leadership experience in both the team and business community

* Series 7, 63 and 65 (or Series 7 and 66) required (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 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

Minimum Education Requirement: Null

Shift:
1st shift (United States of America)

Hours Per Week:
40
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Full time

JR-24010855

Travel: Yes, 5% of the time

Salary Information: Competitive salary based on experience and qualifications.
Experience Information: 12+ years of private banking or complex financial services experience OR equivalent financial services/business experience. Leadership experience in both the team and business community. Series 7, 63 and 65 (or Series 7 and 66) required (unlicensed candidates may be considered if willing to obtain licenses within 90 days of start date). Certifications such as CFP, CPA, CFA, CTFA, CFM or JD are a plus.

Not specified

Competitive benefits package, including support for physical, emotional, and financial well-being.

Not specified

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

Not specified

Interested candidates can apply through the company's website.

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, CFP, CPA, CFA, CTFA, CFM or JD a significant plus

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