Bank of America
Private Client Manager II
$110K–$200K
New York · Manager · Full-time · Posted Sep 24, 2024
- Experience
- 15+ years; no alternatives stated.
- Education
- High School Diploma / GED / Secondary School or equivalent
About the job
Expands and manages ultra-high-net-worth client relationships, driving business growth through Private Bank products, complex credit solutions, and coordinated client service.
What you'll do
- Grow inflows, book balances, and year-over-year revenue across credit, assets under management, and deposits; lead complex credit opportunities.
- Advise clients on financial needs and Private Bank capabilities, and build relationships with internal and external partners and centers of influence.
- Coordinate client relationship management and branded service delivery; mentor colleagues and promote digital capabilities.
What they ask for
- 15+ years’ experience in private banking (ultra high-net-worth space), business development, and relationship management.
- 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 be considered if willing to obtain licenses within 90 days per exam after the first working day.
- Strong sales and financial aptitude, client-facing interpersonal skills, negotiation, teamwork, and ability to influence and close business.
Nice to have
- MBA or post-graduate degree.
- CFP, CPA, CFA, CTFA, CFM, or JD.
Pay
$110,000.00 - $200,000.00 annualized salary (base salary)
Model-written summary · the original posting is authoritative