Private Client Advisor II

This role is responsible for new client acquisition, deepening client relationships, and building upon an internal and external network to achieve business development goals. The Private Client Advisor leads the client management process (CMP) and partners across the enterprise to provide a branded client experience (BCE), including access to the full array of Private Bank and Bank of America capabilities and services, to meet specific client needs.

Retention of clients is also critical to the Private Client Advisor role.

• Leads the CMP (client management process) within the client team to identify new business development opportunities
• Sources new clients in alignment with established risk appetite
• Leads the client team to deliver meaningful interactions and a branded client experience
• Develops an in-depth understanding of clients’ needs, preferences and overall wealth strategy; being responsive to changes in the business environment and/or with client needs
• Advocates for clients and prospects as their trusted advisor providing integrated recommendations including wealth structuring, credit facilities, banking and asset management
• 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

• 12+ years of private banking or complex financial services experience OR minimal equivalent of a bachelor degree
• Responsible for driving new business development for target client segment ($3MM++ investable assets)
• Present to clients a holistic approach, leveraging the entire Private Bank platform
• High‑touch, client‑focused individual with exceptional interpersonal skills
• Leader who recognizes opportunities for client engagement and proactively acts upon them for the betterment of the client
• Ability to influence; proactively asks for and closes business
• Solutions‑oriented; sales and financial aptitude a must
• Skilled negotiator
• Ability to work and identify the need for team specialists; collaborate closely with other team members
• Takes on a leadership role on the team and within the business community
• Series7, 63 and
  65 (or Series7 and
  66) required (may gain licenses after start – unlicensed candidates may be considered if willing to obtain licenses within 90days of start date)

• MBA or Post‑Graduate Degree preferred
• CFP, CPA, CFA, CTFA, CFM or JD a significant plus

• Business development
• Prospecting and Qualification
• Oral Communication
• Investment Products and Solutions
• Client team management
• Influencing
• Consulting
• Problem Solving
• Advisory Sales
• Pipeline management
• Active Listening
• Collaboration
• Transitioning client conversations

Shift: 1st shift (United States of America). Hours per week: 40.