Private Client Manager II

Boca Raton, FL - USA

Monthly Salary: Not Disclosed

Posted on: Yesterday

Vacancies: 1 Vacancy

Job Summary

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.

Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace attracting and developing exceptional talent supporting our teammates physical emotional and financial wellness recognizing and rewarding performance and how we make an impact in the communities we serve.

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.

At Bank of America you can build a successful career with opportunities to learn grow and make an impact. Join us!

Job Description:
This job is responsible for expanding client relationships by identifying opportunities to deepen existing relationships. Key responsibilities include advising on the clients financial needs and the full array of Private Banks capabilities establishing and deepening relationships with internal and external partners and Centers of Influence to identify prospects. Job expectations include executing the Client Management Process and partnering across the enterprise to provide a Branded Client Experience. 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.

Responsibilities:

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

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 clientsor equivalentfinancial 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:

Required Experience:

Manager

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.Being a Great Place to Work is core...

Job Description:

Responsibilities:

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

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 clientsor equivalentfinancial 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: