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Job Description:
The Private Bank is looking to add the industry's most capable and trusted wealth advisors to the team. Inclusive in this opportunity are products, client service and support, and compensation and benefits programs among the most competitive.
Role Overview:
• Client team member with overall responsibility for maintaining and deepening existing and newly developed client relationships, while also responsible for contributing to new business development efforts
• Works in close partnership with the client sales & service officers (CSSOs) and other specialists to ensure there is a coordinated approach to the client’s day-to-day needs
• Reports to the Market Executive or City Executive and obtains guidance from the client team lead (PCA)
Responsibilities:
• Focus on deepening client relationships; effectively manage a book of relationships in coordination with PCA, being responsible for client satisfaction and retention
• Liaise with specialists, service officers and other resources to ensure the integrated delivery of investment, fiduciary, credit and banking solutions
• Serve as periodic point of contact with clients and ensure quality and timeliness of client service delivery
• Act as trusted financial advisor to, and advocate for, clients in coordination with PCA; provide them information and services that that expands their relationship with Private Bank
• Develop in-depth understanding of clients' needs, preferences and overall wealth; be responsive to changes in business environment or client needs
• Achieve individual sales goals determined by ME and Divisional Leadership
• Provide credit and banking services to existing clients
• Build relationships with internal partners
• Provide leverage to PCA by overseeing preparation of Client Management Program (CMP) activities and tactical execution of CMP outcomes
• Foster collaboration among team members and partners; collaborate in their onboarding, coaching and development
• Meet Risk & Compliance requirements and policies
Required skills:
• Excellent ability to work in team environment
• Strong interpersonal and influence / partnership skills
• Significant knowledge of banking and credit: general understanding of investments, trust and wealth transfer
Qualifications:
• 7 years of successful experience in managing relationships with high net worth clients (or equivalent)
• 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 per exam after the first working day in this position
Shift:
1st shift (United States of America)Hours Per Week:
40Full Time
Banking
09/15/2022
12/06/2022
bankofamerica.com
FARMINGTON, NM
>50,000
1968
LINDA BOYCE
>$50B
Banking
Bank America is an insurance company based out of P.O. BOX 15292, Richmond, Virginia, United States.
The job skills required for Private Client Manager II include Business Development, Client Relationship, Collaboration, Leadership, etc. Having related job skills and expertise will give you an advantage when applying to be a Private Client Manager II. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Private Client Manager II. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Private Client Manager II positions, which can be used as a reference in future career path planning. As a Private Client Manager II, it can be promoted into senior positions as a Private Banking Director that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Private Client Manager II. You can explore the career advancement for a Private Client Manager II below and select your interested title to get hiring information.