Private Client Advisor Ii

Bank of America (GHR)

Bloomfield Hills, USA
Client management process
New business development
Client relationship management
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, you can build a successful career with opportunities to learn, grow, and make an impact.

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 business development
  • client relationship management
  • wealth structuring
  • asset management
  • negotiation skills

Nice-to-have

  • trusted advisor
  • holistic approach
  • high touch client-focused
  • solutions oriented
  • leadership role

Key Requirements

  • 12+ years private banking experience
  • Series 7, 63 and 65 required
  • target client segment $3MM++ investable assets

Work Rights

Not specified

Tailored Resume

Cover Letter