This role is responsible for acquiring new clients, deepening relationships, and building a network to achieve business development goals
Job Summary
This role is responsible for acquiring new clients, deepening relationships, and building a network to achieve business development goals.
The position requires leading the Client Management Process to deliver a branded client experience with access to the full array of Private Bank capabilities.
Bank of America offers competitive benefits supporting physical, emotional, and financial well-being while fostering a diverse and inclusive workplace.
Matching Summary
This role is responsible for acquiring new clients, deepening relationships, and building a network to achieve business development goals.
Skills & Requirements
Must-have
12+ years private banking experience
Series 7, 63 and 65 licenses required
Drive new business development for $3MM+ assets
Lead client management process
Provide integrated wealth structuring recommendations
Nice-to-have
MBA or post-graduate degree preferred
CFP, CPA, CFA, CTFA, CFM or JD credentials
High touch client-focused interpersonal skills
Ability to influence and close business
Skilled negotiator with sales aptitude
Key Requirements
12+ years private banking or complex financial services experience
Series 7, 63 and 65 (or Series 7 and 66) licenses
SAFE Act registration and background check compliance