Private Client Advisor II

Bank of America · McLean, VA · 1 wk ago

FinanceFull-time

Sources new clients in alignment with the bank's established risk appetite
Leads the client team to deliver meaningful interactions and a Branded Client Experience
Develops an in-depth understanding of clients’ needs, preferences, and overall wealth strategy
Advocates for clients and prospects as their trusted advisor, providing integrated recommendations including wealth structuring, credit facilities, banking, and asset management
Encourages use and adoption of digital capabilities to enhance the client and client team experience
Buils relationships with internal and external partners and centers of influence

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 to clients 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 for the betterment of the client
Ability to influence; proactively asks for and closes business
Solutions oriented; sales and financial aptitude a must
Must be a skilled negotiator
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

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