Private Client Advisor II

Job Overview As a Client Relationship Manager in Bank of America’s Private Banking division, you will acquire new clients, deepen existing relationships, and build networks to achieve business development goals. You will lead the Client Management Process, partner across the enterprise, and provide a Branded Client Experience with the full array of Private Banking services. All employees engaged in residential mortgage loan originations must register with the federal SAFE Act registry system and maintain good standing. Failure to obtain or maintain registration may result in disciplinary action up to and including termination. Responsibilities Lead the Client Process Management Process within the client team to identify new business development opportunities. Source new clients in alignment with the bank's established risk appetite. Lead the client team to deliver meaningful interactions and a Branded Client Experience. Develop an in-depth understanding of clients’ needs, preferences, and overall wealth strategy; respond to changes in the business environment and client needs. Advocate for clients and prospects as their trusted advisor, providing integrated recommendations including wealth structuring, credit facilities, banking, and asset management. Encourage use and adoption of digital capabilities to enhance client and client team experience. Build relationships with internal and external partners and centers of influence. Required Qualifications Series 7, 63 and 65 (or Series 7 and 66); unlicensed candidates may be considered if willing to obtain licenses within 90 days of start date. 12+ years of private banking and/or complex financial services experience or equivalent financial services/business experience. Ability to drive new business development for target client segment ($3MM+ investable assets). Ability to present a holistic approach, leveraging the entire Private Bank platform. High-touch, client-focused individual with exceptional interpersonal skills. Leader who recognizes opportunities for client engagement and proactively acts upon them. Ability to influence, proactively ask for and close business solutions. Strong negotiation skills. Ability to work with and identify the need for team specialists; collaborate closely with other team members. Takes on a leadership role on the team and within the business community. Desired Qualifications MBA or Post‑Graduate Degree; CFP, CPA, CFA, CTFA, CFM, or JD a significant plus. Business Development Client Management Client Solutions Advisory Prospecting Wealth Planning Analytical Thinking Oral Communications Referral Management Relationship Building Risk Management Active Listening Attention to Detail Collaboration Decision Making Loan Structuring Minimum Education High School Diploma / GED / Secondary School or equivalent. Shift & Hours 1st shift (United States of America). 40 hours per week. Pay and Benefits Pay range: $100,000.00 - $275,000.00 annualized salary, based on experience, education and skill set. Eligible for a formulaic incentive plan with monthly, quarterly and/or annual incentives earned based on performance against defined metrics. Benefits eligible with industry‑leading benefits, access to paid time off, and resources and support to contribute to the sustainable growth of business and communities. #J-18808-Ljbffr