Private Client Advisor II- Executive Coverage
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We drive Responsible Growth and deliver for our clients, teammates, communities, and shareholders every day. Our culture fosters an inclusive workplace where every teammate has the opportunity to succeed, build a career, and contribute to our shared success. We value diverse perspectives shaped by military service, community college education, and varied work and life experiences, which strengthen our workforce and positively impact the communities we serve.
Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Clear in-office expectations are balanced with flexibility based on role-specific responsibilities and business needs.
About the role
This role provides exceptional client service and coverage to corporate executives through our Executive Wealth Services team. Key responsibilities include deepening client relationships to deliver best-in-class service. You will lead the Client Management Process and partner across the enterprise to provide a branded client experience, leveraging the full array of Private Bank and Bank of America capabilities to meet specific client needs.
This position may involve residential mortgage loan originations and is subject to SAFE Act registration requirements. Employees must register with the federal registry system, remain in good standing, and pass a required background check. Failure to maintain SAFE Act registration may result in disciplinary action up to and including termination.
Responsibilities
- Develop an in-depth understanding of clients’ needs, preferences, and overall wealth strategy; respond to changes in the business environment or client needs.
- Lead the Client Management Process within the client team to provide exceptional service, deepen relationships, and deliver a branded client experience.
- Advocate for clients and prospects as their trusted advisor, providing integrated recommendations including wealth structuring, credit facilities, banking, and asset management.
- Encourage the use and adoption of digital capabilities to enhance the client and client team experience.
- Build relationships with internal and external partners and centers of influence.
Requirements
- Ability to present a holistic approach to clients, leveraging the entire Private Bank platform.
- High-touch, client-focused individual with exceptional interpersonal skills.
- Proactively identify opportunities for client engagement and act on them for the client’s benefit.
- Ability to influence, proactively ask for and close business.
- Solutions-oriented with strong sales and financial aptitude.
- Skilled negotiator.
- Ability to work with and identify the need for team specialists; collaborate closely with other team members.
- Take on a leadership role on the team and within the business community.
Qualifications
- Minimum education: High School Diploma, GED, or equivalent secondary school education.
- Desired: MBA or post-graduate degree; CFP, CPA, CFA, CTFA, CFM, or JD is a significant plus.
Note: FDIC regulations restrict or prohibit hiring individuals with certain specified criminal histories for this position.
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
- Shift: 1st shift
- Hours per week: 40