Private Client Advisor Ii

Bank of America

Pittsburgh, US
Client management process
Responsible growth
Responsible for driving new business development
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.
  • At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact.

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
  • Responsible Growth
  • Responsible for driving new business development
  • Client acquisition and relationship deepening
  • Digital capabilities adoption

Nice-to-have

  • High touch, client-focused individual
  • Leadership in business community
  • Solutions oriented
  • Skilled negotiator

Key Requirements

  • 12+ years of private banking or complex financial services experience
  • Target client segment ($3MM++ investable assets)
  • Series 7, 63 and 65 (or Series 7 and 66) required
  • SAFE Act registration requirements

Work Rights

Not specified

Tailored Resume

Cover Letter