Job Overview This role is responsible for new client acquisition, deepening client relationships, and building an internal and external network to achieve business development goals. The Private Client Advisor leads the client management process (CMP) and partners across the enterprise to provide a branded client experience (BCE), including access to the full array of Private Bank and Bank of America capabilities and services. Retention of clients is also critical to the Private Client Advisor role. The position is subject to SAFE Act registration requirements; all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Failure to obtain and maintain SAFE Act registration may result in disciplinary action up to and including termination.Responsibilities Leads the CMP (client management process) within the client team to identify new business development opportunitiesSources new clients in alignment with established risk appetiteLeads the client team to deliver meaningful interactions and a branded client experienceDevelops an in-depth understanding of clients' needs, preferences and overall wealth strategy; is responsive to changes in the business environment and/or with client needsAdvocates for clients and prospects as trusted advisors, providing integrated recommendations including wealth structuring, credit facilities, banking and asset managementEncourages use and adoption of digital capabilities to enhance the client and client team experienceBuilds relationships with internal and external partners and centers of influenceRequired Skills 12+ years of private banking or complex financial services experience OR minimal equivalent of a bachelor degreeResponsible for driving new business development for target client segment ($3MM++ investable assets)Present to clients a holistic approach, leveraging the entire Private Bank platformA high touch, client-focused individual with exceptional interpersonal skillsA leader who recognizes opportunities for client engagement and proactively acts upon them for the betterment of the clientAbility to influence; proactively asks for and closes businessSolutions oriented; sales and financial aptitude a mustMust be a skilled negotiatorAbility to work and identify the need for team specialists; collaborate closely with other team membersTakes on a leadership role on the team and within the business communitySeries 7, 63 and 65 (or Series 7 and 66) required (may gain licenses after start – unlicensed candidates may be considered if willing to obtain licenses within 90 days of start date)Desired Skills MBA or Post‑Graduate Degree preferredCFP, CPA, CFA, CTFA, CFM or JD a significant plusSkills Used in this Role Business developmentProspecting and QualificationOral CommunicationInvestment Products and SolutionsClient team managementInfluencingConsultingProblem SolvingAdvisory SalesPipeline managementActive ListeningCollaborationTransitioning client conversationsMinimum Education Requirement High School Diploma / GED / Secondary School or equivalentShift & Hours Shift: 1st shift (United States of America)Hours Per Week: 40#J-18808-Ljbffr
