Private Client Manager II
Bank of America · Los Angeles, CA · 2 wk ago
FinanceFull-time
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
- BUILDS RELATIONSHIPS WITH INTERNAL AND EXTERNAL PARTNERS AND CENTERS OF INFLUENCE
Requirements
- 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
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
Benefits
The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position:
- FDIC
- Safe Act/Loan Originators
- FINRA