Private Client Advisor Ii

Bank of America (GHR)

Greenwich, CT, US
$100,000.00 - $275,000.00 annualized salary; formu...
Client management process
New client acquisition
Deepening 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.
  • Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
  • 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; Benefits eligible

Skills & Requirements

Must-have

  • Client Management Process
  • New client acquisition
  • Deepening client relationships
  • Responsible Growth
  • Branded Client Experience

Nice-to-have

  • Holistic approach to clients
  • Trusted advisor role
  • Solutions oriented
  • Skilled negotiator
  • Leadership in business community

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter