Senior Private Client Manager - Wealth & Relationship Growth

Bank of America; Florham Park (NJ); On-site; USD 110,000 - 215,000; Full time

Benefits offered by this job

Industry-leading benefits

Access to paid time off

Job summary

Bank of America is seeking an experienced professional to expand client relationships in Florham Park, New Jersey. The position focuses on advising clients on their financial needs, emphasizing investment products, and executing the Client Management Process.

Ideal candidates will have over 7 years of experience managing relationships with high-net-worth clients, along with strong interpersonal skills and the ability to work in a team environment. A competitive salary ranging from $110,000 to $215,000 based on experience is offered.

Qualifications

• 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.

Responsibilities

• Drives inflows of new business across all product lines with a strong emphasis on Investment Products.
• Leads complex investment opportunities.
• Acts as Chief Operating Officer for the client team, coordinating relationship management activities.

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 seeking an experienced professional to expand client relationships in Florham Park, New Jersey. The position focuses on advising clients on their financial needs, emphasizing investment products, and executing the Client Management Process.

Ideal candidates will have over 7 years of experience managing relationships with high-net-worth clients, along with strong interpersonal skills and the ability to work in a team environment. A competitive salary ranging from $110,000 to $215,000 based on experience is offered.