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Bank of America is seeking a Private Client Advisor II in Melville, New York, to acquire new clients and deepen existing relationships while providing comprehensive financial solutions. The role requires significant experience in private banking and strong interpersonal skills, with a focus on business development and client management.
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Job Summary
This job is responsible for acquiring new clients, deepening client relationships, and building upon an internal and external network to achieve business development goals.
Key responsibilities include leading the Client Management Process and partnering across the enterprise to provide a Branded Client Experience, including access to the full array of Private Bank and the bank's capabilities and services to meet specific client needs.
The role requires a high touch, client-focused individual with exceptional interpersonal skills, who can influence and proactively close business.
Matching Summary
Match Score: 75
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Bank of America is seeking a Private Client Advisor II in Melville, New York, to acquire new clients and deepen existing relationships while providing comprehensive financial solutions. The role requires significant experience in private banking and strong interpersonal skills, with a focus on business development and client management.
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