Senior Private Client Advisor – Wealth Strategy & Growth

Bank of America Corporation; Vancouver, Portland (WA, OR); Sur place; USD 100 000 - 275 000; Plein temps

Avantages offerts par ce poste

Industry-leading benefits

Résumé du poste

Bank of America Corporation in Washington state seeks a seasoned Private Banker to acquire and deepen client relationships, offering the full spectrum of Private Bank capabilities. You will lead client process management and collaborate across the enterprise to deliver a Branded Client Experience for high-net-worth clients.

Candidates should have 12+ years in private banking, Series 7/63/65 or 7/66, and a track record of driving new business with investable assets of $3M+.

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

Responsabilités

• Lead the Client Process Management Process 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 and wealth strategy; adapt to changes in business environment
• Advocate for clients as trusted advisor, offering integrated wealth, credit, banking, and asset management solutions
• Encourage use of digital capabilities to enhance client experience
• Build relationships with internal and external partners and centers of influence

Connaissances

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

Formation

MBA or Post-Graduate Degree

High School Diploma / GED / Secondary School or equivalent

CFP, CPA, CFA, CTFA, CFM or JD a significant plus

Description du poste

Bank of America Corporation in Washington state seeks a seasoned Private Banker to acquire and deepen client relationships, offering the full spectrum of Private Bank capabilities. You will lead client process management and collaborate across the enterprise to deliver a Branded Client Experience for high-net-worth clients.

Candidates should have 12+ years in private banking, Series 7/63/65 or 7/66, and a track record of driving new business with investable assets of $3M+.