Senior Private Client Relationship Manager

National Black MBA Association; New York (NY); On-site; USD 110,000 - 215,000; Full time

Job summary

Bank of America seeks a seasoned Private Bank client manager to expand relationships, advise on financial needs, and coordinate Branded Client Experience across internal and external partners.

The role requires extensive WF knowledge, ability to lead cross-functional teams, and proficiency in structuring loans and managing risk. NY location, 40 hours/week, in-office with role-based flexibility.

Qualifications

• Series 7, 63 and 65 (or Series 7 and 66) licenses, or willingness to obtain within 90 days.
• Minimum 7+ years of experience managing relationships with high-net-worth clients or equivalent.
• Strong teamwork and interpersonal/partnership skills.
• Deep knowledge of banking, credit, investments, trusts, and wealth transfer.

Responsibilities

• Drives inflows of new business across product lines into existing book.
• Leads complex credit opportunities, including structured deals.
• Grows book balances and year-over-year revenue.
• Mentors Private Client Managers on complex products and relationships.
• Acts as COO for the client team, coordinating relationship management and Branded Client Experience.
• Encourages use of digital capabilities to enhance client 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

MBA or Post-Graduate Degree

Job description

Bank of America seeks a seasoned Private Bank client manager to expand relationships, advise on financial needs, and coordinate Branded Client Experience across internal and external partners.

The role requires extensive WF knowledge, ability to lead cross-functional teams, and proficiency in structuring loans and managing risk. NY location, 40 hours/week, in-office with role-based flexibility.