Private Client Advisor Ii

Bank of America

United States, TN, United States
Client management process
Business development goals
Responsible growth
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.
  • Being a Great Place to Work is core to how we drive Responsible Growth.

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
  • Business Development Goals
  • Responsible Growth
  • Client Relationship Management
  • Digital Capabilities Adoption

Nice-to-have

  • High touch client-focused
  • Trusted advisor
  • Solutions oriented
  • Skilled negotiator
  • Leadership role

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter