Private Client Advisor Ii- Austin, Tx

Bank of America (GHR)

Austin, United States
Acquiring new clients
Deepening client relationships
Client management process
Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day

Job Summary

  • Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.
  • This job is responsible for acquiring new clients, deepening client relationships, and building upon an internal and external network to achieve business development goals.
  • Bank of America believes both in the importance of working together and offering flexibility to our employees.

Matching Summary

Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.

Skills & Requirements

Must-have

  • Acquiring new clients
  • Deepening client relationships
  • Client Management Process
  • Branded Client Experience
  • Solutions oriented
  • Skilled negotiator

Nice-to-have

  • Holistic approach to clients
  • High touch, client-focused
  • Trusted advisor
  • Collaboration with team members
  • Leadership in business community

Key Requirements

  • 12+ years of private banking or complex financial services experience
  • Bachelor degree equivalent
  • Driving new business development for target client segment ($3MM++ investable assets)
  • Series 7, 63 and 65 (or Series 7 and 66) required
  • SAFE Act registration requirements

Work Rights

Not specified

Tailored Resume

Cover Letter