Senior Private Client Manager – Wealth & Banking

Bank of America Corporation; Little Rock (AR); Vor Ort; USD 110.000 - 160.000; Vollzeit

Zusammenfassung

Bank of America Corporation in Little Rock, AR seeks a Senior Private Client Manager to expand client relationships and advise on the full range of Private Bank capabilities. You will work with internal partners to deliver a Branded Client Experience and drive growth through wealth and credit solutions.

Ideal candidates have 7+ years of high-net-worth client management experience, Series licenses or willingness to obtain, strong teamwork, communication and analytical skills, and a client-focused

Qualifikationen

• Series 7, 63 and 65 (or Series 7 and 66)
• 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

Aufgaben

• 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

Kenntnisse

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

Ausbildung

High School Diploma / GED / Secondary School or equivalent

Jobbeschreibung

Bank of America Corporation in Little Rock, AR seeks a Senior Private Client Manager to expand client relationships and advise on the full range of Private Bank capabilities. You will work with internal partners to deliver a Branded Client Experience and drive growth through wealth and credit solutions.

Ideal candidates have 7+ years of high-net-worth client management experience, Series licenses or willingness to obtain, strong teamwork, communication and analytical skills, and a client-focused