Private Client Advisor Ii

Bank of America (GHR)

Boston, United States
$100,000.00 - $275,000.00 annualized salary; formu...
Acquiring new clients
Deepening client relationships
Client management process
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

  • Acquiring new clients
  • Deepening client relationships
  • Client Management Process
  • Branded Client Experience
  • Driving new business development
  • Solutions oriented
  • Skilled negotiator

Nice-to-have

  • High touch, client-focused
  • Exceptional interpersonal skills
  • Proactively acts upon opportunities
  • Collaborate closely with team members
  • Leadership role on the team

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter