Private Client Advisor Ii

Bank of America (GHR)

Forest Hills, US
Client management process
New client acquisition
Client relationship deepening
Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day

Job Summary

  • Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.
  • 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 believes both in the importance of working together and offering flexibility to our employees.

Matching Summary

Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.

Skills & Requirements

Must-have

  • Client Management Process
  • New client acquisition
  • Client relationship deepening
  • Business development goals
  • Branded Client Experience
  • SAFE Act registration

Nice-to-have

  • Client advocacy
  • Digital capabilities adoption
  • Internal and external partnerships
  • Leadership within business community

Key Requirements

  • 12+ years private banking or complex financial services experience
  • Drive new business development for target client segment
  • Series 7, 63 and 65 (or Series 7 and 66) required
  • Willing to obtain licenses within 90 days

Work Rights

Not specified

Tailored Resume

Cover Letter