Bank of America
Private Client Advisor II
Forest Hills · Full-time · Posted Aug 9, 2024
- Experience
- 12+ years, or equivalent financial services/business experience.
About the job
Acquires and retains private banking clients by developing relationships, understanding their wealth needs, and coordinating integrated financial solutions across the bank.
What you'll do
- Leads client-management processes to identify business-development opportunities and source new clients.
- Advises clients on wealth structuring, credit, banking, and asset management while delivering a high-touch client experience.
- Builds internal and external partnerships, supports client retention, and encourages adoption of digital capabilities.
What they ask for
- 12+ years of private banking or complex financial services experience, or equivalent financial services/business experience.
- Experience driving new business development for clients with $3MM++ investable assets.
- Series 7, 63 and 65, or Series 7 and 66; unlicensed candidates may be considered if willing to obtain licenses within 90 days of start date.
- Strong client-facing, sales, negotiation, collaboration, and financial aptitude.
Nice to have
- MBA or Post-Graduate Degree.
- CFP, CPA, CFA, CTFA, CFM or JD.
Model-written summary · the original posting is authoritative