Bank of America
Private Client Manager II
Ponte Vedra Beach · Manager · Full-time · Posted Mar 12, 2024
- Experience
- 7+ years managing relationships with high-net-worth clients, or equivalent.
About the job
Expands and manages high-net-worth client relationships by advising on financial needs, growing business across product lines, and coordinating delivery of Private Bank services.
What you'll do
- Develops new business and grows client balances and revenue, including leading complex credit opportunities.
- Advises clients and builds relationships with internal and external partners and centers of influence.
- Coordinates the client team’s relationship-management activities and promotes digital capabilities.
What they ask for
- Strong teamwork, interpersonal, influence, and partnership skills.
- Significant banking and credit knowledge, with general understanding of investments, trust, and wealth transfer.
- Series 7, 63, and 65, or Series 7 and 66; unlicensed candidates may obtain licenses within 90 days per exam after the first working day.
- SAFE Act registration and required background check.
Nice to have
- MBA or postgraduate degree.
- CFP, CPA, CFA, CTFA, CFM, or JD.
Model-written summary · the original posting is authoritative