Private Client Manager II

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.

One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.

Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization.

Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us!

• →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
• →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

• 15+ years’ experience in private banking (ultra high-net-worth space), business development and relationship management
• Significant knowledge of banking and credit: general understanding of investments, trust and wealth transfer
• Solutions oriented; sales and financial aptitude a must
• Present to clients a holistic approach, leveraging the entire Private Bank platform
• A high touch, client-focused individual with exceptional interpersonal skills
• A leader who recognizes opportunities for client engagement and proactively acts upon them for the betterment of the client and team
• Excellent ability to work in team environment
• Ability to influence; proactively asks for and closes business
• Must be a 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
• Series 7, 63 and 65 (or Series 7 and 66) required; 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

* MBA or Post-Graduate Degree preferred

* CFP, CPA, CFA, CTFA, CFM or JD a significant plus

• 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