Private Client Manager Ii

Bank of America

Los Angeles, United States
$110,000.00 - $215,000.00 annualized salary; formu...
Expand client relationships
Advise on financial needs
Partner with internal/external stakeholders
This job is responsible for expanding client relationships by identifying opportunities to deepen existing relationships

Job Summary

  • This job is responsible for expanding client relationships by identifying opportunities to deepen existing relationships.
  • Responsibilities include driving inflows of new business across all product lines and leading complex credit opportunities.
  • This role is eligible to participate in a formulaic incentive plan with monthly, quarterly, and/or annual incentive opportunities.

Matching Summary

This job is responsible for expanding client relationships by identifying opportunities to deepen existing relationships.

Salary

$110,000.00 - $215,000.00 annualized salary; Formulaic incentive eligible; Benefits eligible

Skills & Requirements

Must-have

  • Expand client relationships
  • Advise on financial needs
  • Partner with internal/external stakeholders
  • Execute Client Management Process
  • Drive new business inflows

Nice-to-have

  • Inclusive workplace culture
  • Support teammate wellness
  • Recognize and reward performance
  • Make impact in communities

Key Requirements

  • Series 7, 63 and 65 (or Series 7 and 66)
  • 7+ years managing high-net-worth clients
  • SAFE Act registration required

Work Rights

Not specified

Tailored Resume

Cover Letter