Private Client Advisor Ii

Bank of America (GHR)

Saint Louis, US
Client management process
New client acquisition
Deepening client relationships
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.
  • At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection.

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
  • Deepening client relationships
  • Responsible Growth
  • Branded Client Experience

Nice-to-have

  • High touch, client-focused individual
  • Solutions oriented
  • Skilled negotiator
  • Leadership role on the team

Key Requirements

  • 12+ years of private banking experience
  • Series 7, 63 and 65 (or Series 7 and 66) required
  • Target client segment ($3MM++ investable assets)

Work Rights

Not specified

Tailored Resume

Cover Letter