Private Client Advisor II

Bank of America

Miami (FL)

On-site

USD 150,000 - 200,000

Full time

14 days+

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Job summary

A leading financial institution is seeking an experienced professional to manage client processes and drive new business development. The ideal candidate will have 12+ years in private banking or complex financial services, demonstrating exceptional interpersonal skills and the ability to influence client solutions. This role offers the opportunity to develop client relationships and deliver comprehensive wealth management strategies, working alongside a dedicated team in Miami, Florida.

Qualifications

12+ years of private banking or complex financial services experience or equivalent.
Strong interpersonal skills with a high-touch, client-focused approach.
Ability to influence and deliver holistic client solutions.

Responsibilities

Lead the Client Process Management Process for new business development.
Source new clients based on established risk appetite.
Develop a deep understanding of clients’ needs and wealth strategies.

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

Education

High School Diploma / GED

Job description

Overview

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 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