Private Client Advisor II – Wealth Strategy Leader

Bank of America; Melville (NY); Presencial; USD 100 000 - 275 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Incentive plan

Benefits eligible

Formulaic incentive plan

Resumo da oferta

Bank of America in Melville, NY, seeks a seasoned Private Bank professional to lead client acquisition and deliver comprehensive wealth advisory services. The role focuses on deep client engagement, cross‑team collaboration, and driving growth within high‑net‑worth portfolios.

The successful candidate will have extensive private banking experience, strong negotiation skills, and the ability to coordinate with specialists to meet client needs.

Qualificações

• 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

Responsabilidades

• 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
• 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.

Conhecimentos

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

Formação académica

High School Diploma / GED / Secondary School or equivalent

Descrição da oferta de emprego

Bank of America in Melville, NY, seeks a seasoned Private Bank professional to lead client acquisition and deliver comprehensive wealth advisory services. The role focuses on deep client engagement, cross‑team collaboration, and driving growth within high‑net‑worth portfolios.

The successful candidate will have extensive private banking experience, strong negotiation skills, and the ability to coordinate with specialists to meet client needs.