Senior Private Client Manager II - Growth & Partnerships

Dormont Manufacturing Co; Dallas (TX); On-site; USD 90,000 - 120,000; Full time

Job summary

Bank of America is seeking a Senior Private Bank Relationship Manager in Dallas to expand client relationships and advise on a full range of Private Bank capabilities. You will partner with internal teams and Centers of Influence to identify prospects and deliver a Branded Client Experience.

The role involves managing residential mortgage possibilities where applicable, with SAFE Act registration requirements. License outcomes and background checks apply. 40 hours/week in office.

Qualifications

• Series 7, 63 and 65 (or 7 and 66) licenses or willingness to obtain within 90 days.
• 7+ years of high-net-worth client relationship management or equivalent experience.
• Strong teamwork and interpersonal abilities.
• Broad knowledge of banking, credit, and investments.

Responsibilities

• Drives inflows of new business across product lines into the existing book.
• Leads complex credit opportunities, including structured deals.
• Grows book balances and Year-over-Year revenue.
• Mentors Private Client Managers on complex relationships.
• Coordinates relationship management activities to deliver Branded Client Experience.

Skills

Client Management

Relationship Building

Financial Analysis

Negotiation

Communication

Education

High School Diploma

MBA

Tools

CRM software

MS Excel

Job description

Bank of America is seeking a Senior Private Bank Relationship Manager in Dallas to expand client relationships and advise on a full range of Private Bank capabilities. You will partner with internal teams and Centers of Influence to identify prospects and deliver a Branded Client Experience.

The role involves managing residential mortgage possibilities where applicable, with SAFE Act registration requirements. License outcomes and background checks apply. 40 hours/week in office.