Private Client Advisor II

Bank of America; Baltimore (MD); On-site; USD 100,000 - 275,000; Full time

Job summary

Bank of America in Baltimore is seeking an experienced professional to lead client management processes and drive business development. This role involves advocating for clients and delivering integrated financial recommendations, leveraging the complete Private Bank platform.

The ideal candidate should have over 12 years of experience in private banking or complex financial services and the ability to foster strong client relationships. This position offers a competitive salary and industry-leading benefits.

Qualifications

• 12+ years of private banking and/or complex financial services experience or equivalent.
• Ability to drive new business development for target client segment.
• Exceptional interpersonal skills and a client-focused approach.

Responsibilities

• Lead the Client Process Management to identify new business opportunities.
• Develop understanding of clients’ needs and preferences.
• Advocate for clients, providing integrated recommendations.

Skills

Business Development

Client Management

Wealth Planning

Relationship Building

Analytical Thinking

Education

High School Diploma / GED / Secondary School or equivalent

Job description

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. It includes 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. The position may be responsible for the provision of residential mortgage loans, subject to SAFE Act registration requirements.

Responsibilities

• Lead the Client Process Management within the client team to identify new business development opportunities.
• Source new clients in alignment with the bank’s established risk appetite.
• Lead the client team to deliver meaningful interactions and a branded client experience.
• Develop an in-depth understanding of clients’ needs, preferences, and overall wealth strategy, being responsive to changes in the business environment and/or client needs.
• Advocate for clients and prospects as their trusted advisor, providing integrated recommendations including wealth structuring, credit facilities, banking, and asset management.
• Encourage the use and adoption of digital capabilities to enhance the client and client team experience.
• Build relationships with internal and external partners and centers of influence.

Required Qualifications

• Series 7, 63 and 65 (or Series 7 and 66); unlicensed candidates may be considered if willing to obtain licenses within 90 days of start date.
• 12+ years of private banking and/or complex financial services experience or equivalent financial services/business experience.
• Ability to drive new business development for target client segment ($3MM++ investable assets).
• Ability to present to clients a holistic approach, leveraging the entire Private Bank platform.
• High‑touch, client‑focused individual with exceptional interpersonal skills.
• 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 with 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.

Desired Qualifications

• MBA or Post‑Graduate Degree.
• 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

Pay Transparency Details

US - MD - Baltimore - 100 International Dr - 100 International (MD9890)

Pay and benefits information.

Pay range: $100,000.00 - $275,000.00 annualized salary, offers to be determined based on experience, education and skill set.

Formulaic incentive eligible.

This role is eligible to participate in a formulaic incentive plan. Employees are eligible for incentives as detailed by the specific line of business incentive plan provisions. Formulaic plans may be comprised of monthly, quarterly and/or annual incentive opportunities. Incentives are earned based on the employee’s performance against defined metrics.

Benefits: This role is currently benefits eligible. We provide industry‑leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.