Senior Private Client Manager — Growth & Advisory Leader

Merrill; Little Rock (AR); On-site; USD 90,000 - 150,000; Full time

Job summary

Bank of America in Little Rock is seeking a Senior Private Client Manager to expand client relationships and advise on the full range of private banking capabilities including banking, credit, investments, and trust services.

You will work with internal partners and centers of influence to deepen relationships, drive growth, and deliver a Branded Client Experience. Strong licenses and 7+ years of experience are preferred.

Qualifications

• Series 7, 63 and 65 (or Series 7 and 66); unlicensed candidates may be considered if willing to obtain licenses within 90 days per exam after the first working day in this position
• 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
• Strong interpersonal and influence / partnership skills
• Significant knowledge of banking and credit: general understanding of investments, trust and wealth transfer

Responsibilities

• Drives inflows of new business across all product lines 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
• 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 in Little Rock is seeking a Senior Private Client Manager to expand client relationships and advise on the full range of private banking capabilities including banking, credit, investments, and trust services.

You will work with internal partners and centers of influence to deepen relationships, drive growth, and deliver a Branded Client Experience. Strong licenses and 7+ years of experience are preferred.