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Private Client Advisor II Miami, Florida, Palm Beach, Florida, Additional locations
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Job Description
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities, and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us
Job Description
This job is responsible for acquiring new clients, deepening client relationships, and building upon an internal and external network to achieve business development goals. Key responsibilities include leading the Client Management Process and partnering across the enterprise to provide a Branded Client Experience, including access to the full array of Private Bank and the banks capabilities and services to meet specific client needs.
Job expectations include ensuring retention of clients.
This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.
Responsibilities
Leads the Client Process Management Process within the client team to identify new business development opportunities. Sources new clients in alignment with the banks established risk appetite. Leads the client team to deliver meaningful interactions and a Branded Client Experience. Develops an in-depth understanding of clients needs, preferences, and overall wealth strategy, being responsive to changes in the business environment and/or with client needs. Advocates for clients and prospects as their trusted advisor, providing integrated recommendations, including wealth structuring, credit facilities, banking, and asset management. Encourages use and adoption of digital capabilities to enhance the client and client team experience. Builds relationships with internal and external partners and centers of influence.
Required skills
• 12 years of private banking or complex financial services experience OR equivalent financial services/business experience • Responsible for driving new business development for target client segment (3MM investable assets) • Present to clients a holistic approach leveraging the entire Private Bank platform • A high-touch client-focused individual with exceptional interpersonal skills • A leader who recognizes opportunities for client engagement and proactively acts upon them for the betterment of the client • Ability to influence proactively, asks for, and closes business • Solutions-oriented sales and financial aptitude, a must • Must be a skilled negotiator • Ability to work and identify the need for team specialists, collaborate closely with other team members • Takes on a leadership role on the team and within the business community • Series 7, 63, and 65 or Series 7 and 66 required, may gain licenses after start - unlicensed candidates may be considered if willing to obtain licenses within 90 days of start date
Desired skills
• MBA or Post-Graduate Degree preferred • CFP, CPA, CFA, CTFA, CFM, or JD, a significant plus
Skills
• Business Development • Client Management • Client Solutions Advisory • Prospecting • Wealth Planning • Analytical Thinking • Oral Communications • Referral Management • Relationship Building • Risk Management • Active Listening • Attention to Detail • Collaboration • Decision Making • Loan Structuring
Minimum Education Requirement
High School Diploma, GED, or Secondary School or equivalent
Shift
1st shift United States of America Hours Per Week: 40
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To proceed with your application, you must be at least 18 years of age. Acknowledge Refer a friend Apply × To proceed with your application, you must be at least 18 years of age. Acknowledge