Private Client Advisor II

Bank of America; New York (NY); On-site; USD 80,000 - 150,000; Full time

Job summary

An established industry player is seeking a Private Client Advisor II to enhance client experiences and drive business growth. This role involves leading client management processes, identifying new business opportunities, and fostering relationships with clients possessing significant investable assets. The ideal candidate will have extensive experience in private banking, exceptional interpersonal skills, and the ability to provide tailored wealth strategies. Join a dynamic team committed to making financial lives better and enjoy a supportive, inclusive workplace culture that values growth and development.

Qualifications

• 12+ years of experience in private banking or financial services.
• Strong interpersonal and negotiation skills are essential.

Responsibilities

• Lead the Client Management Process to identify new business opportunities.
• Act as a trusted advisor, providing comprehensive recommendations.

Skills

Business Development

Client Management

Wealth Planning

Relationship Building

Risk Management

Negotiation Skills

Sales Skills

Education

High School Diploma / GED

MBA or Post-Graduate Degree

Job description

Private Client Advisor II

Location: New York, New York

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 a diverse and inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ wellness, recognizing performance, and making an impact in our communities.

Bank of America is committed to an in-office culture with flexible attendance requirements based on role-specific considerations.

This role offers opportunities to learn, grow, and make an impact. Join us!

Key Responsibilities

1. Lead the Client Management Process to identify new business development opportunities.
2. Source new clients aligned with the bank's risk appetite.
3. Deliver meaningful interactions and a branded client experience.
4. Understand clients’ needs and wealth strategies, adapting to changes.
5. Act as a trusted advisor, providing comprehensive recommendations.
6. Encourage digital capabilities to enhance client experience.
7. Build relationships with internal and external partners.

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.
• 12+ years of private banking or financial services experience.
• Ability to develop new business for clients with $3MM+ investable assets.
• Strong interpersonal, influence, negotiation, and sales skills.
• Team collaboration and leadership abilities.

Desired Qualifications

• MBA or Post-Graduate Degree.
• CFP, CPA, CFA, CTFA, CFM, or JD certifications.

Skills

• Business Development, Client Management, Wealth Planning, Relationship Building, Risk Management, and others.

Additional Information

Minimum education requirement: High School Diploma / GED.

Shift: 1st shift (U.S.); 40 hours/week.

Bank of America is an equal opportunity employer and prohibits discrimination based on various factors. For more info, see the provided links.