Senior Private Client Relationship Manager

ghr; Ponte Vedra Beach (FL); On-site; USD 120,000 - 190,000; Full time

Job summary

Bank of America is seeking a Senior Private Client Manager to expand client relationships and advise on financial needs across the Private Bank's capabilities. You will establish and deepen partnerships with internal and external partners to identify prospects and deliver a Branded Client Experience.

The role requires coordinating across the enterprise, managing complex credit opportunities, and driving growth in assets under management with a focus on high net worth clients.

Qualifications

• 7+ years of successful experience in managing relationships with high net worth clients.
• Series 7, 63 and 65 (or Series 7 and 66) required; unlicensed candidates may be considered if willing to obtain licenses within a standard time frame of 90 days after the first working day in this position
• Strong knowledge of banking and credit: investments, trust and wealth transfer
• Ability to work in a team environment

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 and delivering Branded Client Experience
• 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

MBA

Post-Graduate Degree

CFP

CPA

CFA

CTFA

CFM

JD

Job description

Bank of America is seeking a Senior Private Client Manager to expand client relationships and advise on financial needs across the Private Bank's capabilities. You will establish and deepen partnerships with internal and external partners to identify prospects and deliver a Branded Client Experience.

The role requires coordinating across the enterprise, managing complex credit opportunities, and driving growth in assets under management with a focus on high net worth clients.