Private Client Advisor Ii

Bank of America (GHR)

West Hartford, USA
$100,000.00 - $275,000.00 annualized salary; formu...
Client management process
New business development
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.
  • 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

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

Salary

$100,000.00 - $275,000.00 annualized salary; Formulaic incentive eligible; Industry-leading benefits

Skills & Requirements

Must-have

  • Client Management Process
  • new business development
  • client relationships
  • Branded Client Experience
  • wealth structuring
  • asset management

Nice-to-have

  • high touch client-focused
  • exceptional interpersonal skills
  • solutions oriented
  • skilled negotiator
  • leadership role

Key Requirements

  • 12+ years private banking experience
  • SAFE Act registration
  • Series 7, 63 and 65 required
  • High School Diploma / GED / Secondary School

Work Rights

Not specified

Tailored Resume

Cover Letter