Private Client Advisor Ii

Bank of America (GHR)

Newport Beach, California, USA
Base: $100,000.00 - $275,000.00 annualized salary;...
Client management process
New client acquisition
Client relationship deepening
This job is responsible for acquiring new clients, deepening client relationships, and building upon an internal and external network to achieve business development goals

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.
  • We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

Matching 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.

Salary

Base: $100,000.00 - $275,000.00 annualized salary; Bonus/Equity: Formulaic incentive eligible; Benefits: This role is currently benefits eligible.

Skills & Requirements

Must-have

  • Client Management Process
  • new client acquisition
  • client relationship deepening
  • business development goals
  • Branded Client Experience
  • wealth structuring
  • credit facilities

Nice-to-have

  • trusted advisor
  • holistic approach
  • high touch
  • client-focused individual
  • exceptional interpersonal skills
  • solutions oriented
  • skilled negotiator

Key Requirements

  • Series 7, 63 and 65 (or Series 7 and 66)
  • 12+ years of private banking experience
  • drive new business development for target client segment
  • Ability to present to clients a holistic approach
  • Must be a skilled negotiator
  • SAFE Act registration requirements

Work Rights

Not specified

Tailored Resume

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