Private Client Manager Ii

Bank of America

Ponte Vedra Beach, Florida, USA
Client solutions advisory
Relationship building
Risk management
This job is responsible for expanding client relationships by identifying opportunities to deepen existing relationships

Job Summary

  • This job is responsible for expanding client relationships by identifying opportunities to deepen existing relationships.
  • Key responsibilities include advising on the client’s financial needs and the full array of Private Bank's capabilities.
  • Bank of America believes both in the importance of working together and offering flexibility to our employees.

Matching Summary

This job is responsible for expanding client relationships by identifying opportunities to deepen existing relationships.

Skills & Requirements

Must-have

  • Client Solutions Advisory
  • Relationship Building
  • Risk Management
  • Financial Analysis
  • Client Management Process

Nice-to-have

  • Team collaboration
  • Digital capabilities adoption
  • Mentoring junior staff

Key Requirements

  • 7+ years of experience with high net worth clients
  • Series 7, 63 and 65 required
  • SAFE Act registration required

Work Rights

Not specified

Tailored Resume

Cover Letter