Private Client Manager- Investments
Bank of America · Florham Park, NJ · 2 wk ago
FinanceFull-time
Responsibilities
- Drives inflows of new business across all product lines with a strong emphasis on Investment Products
- Leads complex investment opportunities
- 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 INVESTMENTS: GENERAL UNDERSTANDING OF INVESTMENTS, TRUST AND WEALTH TRANSFER
Qualifications
- MBA or Post-Graduate Degree
- CFP, CPA, CFA, CTFA, CFM or JD a significant plus
- Strong Investment experience
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
This position may be responsible for the provision of residential mortgage loans, and as such, is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential mortgage loan originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.