Private Client Advisor Ii

Bank of America

Beverly Hills, CA, US
Base: $100,000.00 - $275,000.00 annualized salary;...
On-site
Client management process
New business development
Client retention
Bank of America is seeking a Private Client Advisor II for its Beverly Hills location, responsible for acquiring and deepening client relationships within the private banking sector. The role requires extensive financial services experience and seeks a candidate with strong interpersonal skills and a proven track record in business development

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.
  • Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.

Matching Summary

Match Score: 85

Bank of America is seeking a Private Client Advisor II for its Beverly Hills location, responsible for acquiring and deepening client relationships within the private banking sector. The role requires extensive financial services experience and seeks a candidate with strong interpersonal skills and a proven track record in business development.

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 business development
  • Client retention
  • Digital capabilities adoption
  • Internal and external partner relationships

Nice-to-have

  • Trusted advisor
  • Holistic approach
  • High touch client focus
  • Solutions oriented

Key Requirements

  • Series 7, 63 and 65 (or Series 7 and 66)
  • 12+ years of private banking/financial services experience
  • Ability to drive new business development for target client segment ($3MM++ investable assets)
  • Must be a skilled negotiator
  • SAFE Act registration requirements

Work Rights

Not specified

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