Private Client Advisor II

Bank of America; Campania; In loco; EUR 80.000 - 120.000; Tempo pieno

Descrizione del lavoro

A leading financial institution in Italy seeks a seasoned professional for client acquisition and wealth management. The role involves driving business development, managing client relationships, and ensuring a high-quality client experience. Candidates should have over 12 years in the private banking sector or relevant experience, along with necessary licenses. This position emphasizes interpersonal skills and a client-centric approach, working across teams to meet diverse client needs.

Competenze

• 12+ years of private banking or complex financial services experience or equivalent.
• Skills in driving new business development for a target client segment with significant investable assets.
• Must hold Series 7, 63 and 65 (or Series 7 and 66) or be willing to obtain licenses.

Mansioni

• Lead the Client Process Management to identify new business development opportunities.
• Source new clients in alignment with the bank's risk appetite.
• Deliver meaningful interactions and a Branded Client Experience.

Conoscenze

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

Formazione

High School Diploma / GED / Secondary School or equivalent

Descrizione del lavoro

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 bank's capabilities and services to meet specific client needs. Job expectations include ensuring retention of clients. This position may be responsible for the provision of residential mortgage loans, and as such, is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential mortgage loan 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. 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 bank's 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 / Secondary School or equivalent

Shift

1st shift (United States of America)

Hours Per Week

40