Private Client Manager II
Job Fit Check
Base Career helps you apply smarter for this job.
Role Overview
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection.
We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth.
This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact.
Join us!
Full Job Posting
Responsibilities:
- Drives inflows of new business across all product lines (i.e., Credit, Assets Under Management, Deposit) 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 managing successful delivery of Branded Client Experience to support client satisfaction
- 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
- Required Qualifications:
- Series 7, 63 and 65 (or Series 7 and 66); 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
- 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
- Significant knowledge of banking and credit: general understanding of investments, trust and wealth transfer
- Desired Qualifications:
- MBA or Post-Graduate Degree
- CFP, CPA, CFA, CTFA, CFM or JD a significant plus
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
- Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
- Shift:
- Hours Per Week:
- Pay Transparency details
About Bank of America
Bank of America is a multinational financial services company and one of the largest banks in the United States. It provides banking, investing, asset management, and other financial products and services to individuals, businesses, and institutions worldwide.
Visit company websiteJobs and hiring trendsApply for this job in 1 click
Skip the repetitive application forms
Install the Base Career Chrome Extension and autofill job applications across major job boards with your profile.
Trusted by over 500,000 job seekers on Base Career
More from this employer
More jobs at Bank of America
Merrill Financial Solutions Advisor - Partially Registered: Silicon Valley Market
San Jose, USA
Merrill Advisor Development Program - Financial Advisor (Partially Licensed): Los Angeles Market
Los Angeles, USA
Relationship Banker - Brooklyn Staten Island NY Market - Bilingual Spanish Required
Brooklyn, USA
Relationship Banker - Brooklyn Staten Island NY Market
Brooklyn, USA
Relationship Banker - Brooklyn Staten Island NY Market - Bilingual Spanish Required
Staten Island, USA
Relationship Banker - Brooklyn Staten Island NY Market
Staten Island, USA
Brokerage and Advisory Solutions Financial Advisor
New York City, USA
Merrill Financial Solutions Advisor - Partially Registered: Silicon Valley Market
San Jose, USA
Merrill Advisor Development Program - Financial Advisor (Partially Licensed): Los Angeles Market
Los Angeles, USA
Relationship Banker - Brooklyn Staten Island NY Market - Bilingual Spanish Required
Brooklyn, USA
Relationship Banker - Brooklyn Staten Island NY Market
Brooklyn, USA
Relationship Banker - Brooklyn Staten Island NY Market - Bilingual Spanish Required
Staten Island, USA
Relationship Banker - Brooklyn Staten Island NY Market
Staten Island, USA
Wealth Management Client Associate
Portage, USA
Brokerage and Advisory Solutions Financial Advisor
New York City, USA