Private Client Manager II

Job Description

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.

Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.

Responsibilities

• Drives inflows of new business across all product lines (i.e., Credit, Assets Under Management, Deposit) into existing book of business
• Led complex credit opportunities, including structured credit deals
• Grows book balances and Year over Year revenue
• Pairs 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
• 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

Required Qualifications

• 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

Desired 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

Minimum Education Requirement

High School Diploma / GED / Secondary School or equivalent

Shift

1st shift (United States of America)

Hours Per Week

40