Private Client Advisor Ii

Bank of America (GHR)

Dallas, USA
New client acquisition
Deepening client relationships
Client management process
This role is responsible for new client acquisition, deepening client relationships and building upon an internal and external network to achieve business development goals

Job Summary

  • This role is responsible for new client acquisition, deepening client relationships and building upon an internal and external network to achieve business development goals.
  • The Private Client Advisor leads the client management process (CMP) and partners across the enterprise to provide a branded client experience (BCE), including access to the full array of Private Bank and Bank of America capabilities and services, to meet specific client needs.
  • Bank of America believes both in the importance of working together and offering flexibility to our employees.

Matching Summary

This role is responsible for new client acquisition, deepening client relationships and building upon an internal and external network to achieve business development goals.

Skills & Requirements

Must-have

  • new client acquisition
  • deepening client relationships
  • client management process
  • branded client experience
  • business development goals

Nice-to-have

  • holistic approach to wealth
  • trusted advisor providing integrated recommendations
  • encourages digital capabilities adoption
  • solutions oriented
  • skilled negotiator

Key Requirements

  • 12+ years private banking or complex financial services experience
  • Bachelor degree equivalent
  • SAFE Act registration requirements
  • Series 7, 63 and 65 (or Series 7 and 66) required
  • willing to obtain licenses within 90 days

Work Rights

Not specified

Tailored Resume

Cover Letter