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.
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
This job is responsible for acquiring new clients, deepening client relationships, and building upon an internal and external network to achieve business development goals.
Skills & Requirements
Must-have
Client Management Process
New client acquisition
Deepen client relationships
Branded Client Experience
Sales and financial aptitude
Nice-to-have
Trusted advisor
Holistic approach
Leadership role
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 ($3MM++ investable assets)