Private Client Advisor II- Executive Coverage
About the role
This position is responsible for providing exceptional client service and coverage to corporate executives through our Executive Wealth Services team. Key responsibilities include focusing on deepening client relationships to provide best-in-class service to executives. Job expectations include leading the Client Management Process and partnering across the enterprise to provide a Branded Client Experience, including access to the full array of Private Bank and Bank of America capabilities and services, to meet specific client needs.
This position may be responsible for the provision of residential mortgage loans and is subject to SAFE Act registration requirements. Employees engaged in residential mortgage loan originations must register with the federal registry system and remain in good standing. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.
Responsibilities
- Develops an in-depth understanding of clients’ needs, preferences, and overall wealth strategy; being responsive to changes in the business environment and/or with client needs.
- Leads the Client Management Process within the client team to provide exceptional client service while deepening existing relationships and delivering a branded client experience.
- 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.
- Builds relationships with internal and external partners and centers of influence.
Requirements
- 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.
- 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.
- High School Diploma / GED / Secondary School or equivalent.
Qualifications
Desired qualifications:
- MBA or Post-Graduate Degree.
- CFP, CPA, CFA, CTFA, CFM, or JD a significant plus.
Skills
- Business Development
- Client Management
- Client Solutions Advisory
- Risk Management
- Wealth Planning
- Active Listening
- Analytical Thinking
- Oral Communications
- Referral Management
- Relationship Building
- Account Management
- Attention to Detail
- Collaboration
- Decision Making
- Loan Structuring
Schedule
1st shift (United States of America), 40 hours per week.