Bank of America
Bank of America is seeking a skilled professional to acquire new clients, deepen client relationships, and build upon an internal and external network to achieve business development goals.
The role involves leading the Client Management Process and partnering across the enterprise to provide a Branded Client Experience, including access to the full array of Private Bank and the bank's capabilities and services to meet specific client needs.
Responsibilities:
Leads the Client Process Management Process within the client team to identify new business development opportunities Sources new clients in alignment with the bank's 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 Required skills:
12+ years of private banking or complex financial services experience OR equivalent financial services/business experience 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 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 Ability to influence; proactively asks for and closes business Solutions oriented; sales and financial aptitude a must 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 (may gain licenses after start - unlicensed candidates may be considered if willing to obtain licenses within 90 days of start date) Desired skills:
MBA or Post-Graduate Degree preferred CFP, CPA, CFA, CTFA, CFM or JD a significant plus Bank of America is an equal opportunities employer and is committed to diversity and inclusion. Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent. Shift: 1st shift (United States of America), Hours Per Week: 40.
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Leads the Client Process Management Process within the client team to identify new business development opportunities Sources new clients in alignment with the bank's 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 Required skills:
12+ years of private banking or complex financial services experience OR equivalent financial services/business experience 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 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 Ability to influence; proactively asks for and closes business Solutions oriented; sales and financial aptitude a must 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 (may gain licenses after start - unlicensed candidates may be considered if willing to obtain licenses within 90 days of start date) Desired skills:
MBA or Post-Graduate Degree preferred CFP, CPA, CFA, CTFA, CFM or JD a significant plus Bank of America is an equal opportunities employer and is committed to diversity and inclusion. Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent. Shift: 1st shift (United States of America), Hours Per Week: 40.
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