Private Client Manager- Investments
Bank of America · Chicago, IL · 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
- 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
- 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