Bank of America
Private Client Advisor II
Atlanta · Full-time · Posted Jan 28, 2025
- Experience
- 12+ years of private banking or complex financial services experience OR minimal equivalent of a bachelor degree.
- Education
- High School Diploma / GED / Secondary School or equivalent
About the job
Acquires and retains private banking clients, leads client management, and coordinates integrated wealth, credit, banking, and asset-management recommendations.
What you'll do
- Sources new clients and identifies business development opportunities within the target segment.
- Leads the client team in delivering a branded, high-touch client experience and managing client relationships.
- Provides integrated recommendations and builds relationships with internal and external partners.
What they ask for
- 12+ years of private banking or complex financial services experience OR minimal equivalent of a bachelor degree.
- 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.
- Drives new business development for target client segment ($3MM++ investable assets).
- Strong client-facing interpersonal, sales, financial, negotiation, collaboration, and influencing skills.
Nice to have
- MBA or Post-Graduate Degree.
- CFP, CPA, CFA, CTFA, CFM or JD.
Model-written summary · the original posting is authoritative