Private Client Advisor Ii - San Diego, Ca

Bank of America

San Diego, California, United States
$100,000.00 - $275,000.00 annualized salary; formu...
Client management process
New business development
Client relationship management
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.
  • 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

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

Salary

$100,000.00 - $275,000.00 annualized salary; Formulaic incentive eligible; Benefits eligible

Skills & Requirements

Must-have

  • Client Management Process
  • New business development
  • Client relationship management
  • Wealth structuring
  • Credit facilities
  • Asset management

Nice-to-have

  • Holistic approach
  • Client engagement
  • Solutions oriented
  • Skilled negotiator
  • Team collaboration

Key Requirements

  • 12+ years private banking experience
  • Drive new business development
  • Series 7, 63 and 65 required
  • SAFE Act registration required

Work Rights

Not specified

Tailored Resume

Cover Letter