Private Client Manager Ii

Bank of America Merrill Lynch

New York, NY, United States
Base: $110,000.00 - $200,000.00 annualized; bonus:...
15+ years private banking experience
Ultra high-net-worth client management
Complex credit and loan structuring
This role is responsible for expanding client relationships by identifying opportunities to deepen existing connections with ultra high-net-worth individuals

Job Summary

  • This role is responsible for expanding client relationships by identifying opportunities to deepen existing connections with ultra high-net-worth individuals.
  • The position requires driving inflows of new business across all product lines including credit, assets under management, and deposits.
  • Employees are eligible for a formulaic incentive plan based on performance metrics and receive industry-leading benefits including paid time off.

Matching Summary

This role is responsible for expanding client relationships by identifying opportunities to deepen existing connections with ultra high-net-worth individuals.

Salary

Base: $110,000.00 - $200,000.00 annualized; Bonus: Formulaic incentive eligible; Benefits: Industry-leading benefits and paid time off

Skills & Requirements

Must-have

  • 15+ years private banking experience
  • Ultra high-net-worth client management
  • Complex credit and loan structuring
  • Series 7, 63, and 65 licenses
  • SAFE Act registration compliance

Nice-to-have

  • MBA or post-graduate degree preferred
  • CFP, CPA, CFA, or JD certification
  • Digital capability adoption leadership
  • Team mentoring and collaboration skills
  • Holistic financial planning approach

Key Requirements

  • 15+ years in private banking
  • Series 7, 63, and 65 required
  • SAFE Act registration mandatory
  • High School Diploma minimum education

Work Rights

Not specified

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