Private Client Manager II - Wealth & Relationship Leader

Bank of America; Dallas (TX); On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

Competitive compensation

Job summary

Bank of America is hiring in Dallas, TX for a Private Client Manager to expand client relationships and advise on financial needs across the Private Bank spectrum.

The role requires deep experience with high-net-worth clients, complex credit, and a strong team-player mindset to deliver a branded client experience. Knowledge of banking, investments, and wealth transfer is essential for success.

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
• 7+ years of successful experience in managing relationships with high-net-worth clients or equivalent financial services/business experience
• Excellent ability to work in a team environment
• Significant knowledge of banking and credit: general understanding of investments, trust and wealth transfer
• MBA or Post-Graduate Degree
• CFP, CPA, CFA, CTFA, CFM or JD a significant plus

Responsibilities

• Drives inflows of new business across all product lines (i.e., Credit, Assets Under Management, Deposit) into existing book of business
• Leads complex credit opportunities, including structured credit deals
• Grows book balances and Year over Year revenue
• Partners with and mentors Private Client Managers on more complex products and client relationships
• Acts as Chief Operating Officer for the client team, coordinating relationship management activities and managing successful delivery of Branded Client Experience to support client satisfaction
• 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

Skills

Client Management

Client Solutions Advisory

Loan Structuring

Relationship Building

Risk Management

Active Listening

Analytical Thinking

Oral Communications

Referral Management

Underwriting

Account Management

Attention to Detail

Collaboration

Decision Making

Financial Analysis

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America is hiring in Dallas, TX for a Private Client Manager to expand client relationships and advise on financial needs across the Private Bank spectrum.

The role requires deep experience with high-net-worth clients, complex credit, and a strong team-player mindset to deliver a branded client experience. Knowledge of banking, investments, and wealth transfer is essential for success.