Bank of America
Private Client Manager II
$110K–$215K
Los Angeles · Manager · Full-time · Posted Sep 9, 2025
- Experience
- 7+ years; equivalent financial services/business experience is accepted.
- Education
- High School Diploma / GED / Secondary School 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 the Private Bank’s client experience.
What you'll do
- Drives new business inflows, grows book balances and revenue, and leads complex credit opportunities.
- Coordinates client relationship management and delivery of the Branded Client Experience; mentors Private Client Managers on complex products and relationships.
- Builds relationships with internal and external partners and centers of influence, and encourages adoption of digital capabilities.
What they ask for
- Series 7, 63 and 65, or Series 7 and 66; unlicensed candidates may obtain licenses within 90 days per exam after their first working day.
- 7+ years of successful experience managing high-net-worth client relationships or equivalent financial services/business experience.
- Teamwork, interpersonal, influence, and partnership skills.
- Significant knowledge of banking and credit, with general understanding of investments, trust, and wealth transfer.
Nice to have
- MBA or Post-Graduate Degree.
- CFP, CPA, CFA, CTFA, CFM, or JD.
Pay
$110,000.00 - $215,000.00 annualized salary (base salary)
Model-written summary · the original posting is authoritative