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Private Client Manager II

Greenwich, Connecticut;

Job Description:

Private Bank is looking to add the most capable and trusted wealth advisors to the team. Inclusive in this opportunity are products, client service and support, and compensation and benefits programs among the most competitive.

 

Role Overview

  • Client team member with overall responsibility for maintaining and deepening existing and newly developed client relationships, while also responsible for contributing to new business development efforts
  • Works in close partnership with Private Bank Associates and other specialists to ensure there is a coordinated approach to the clients' day-to-day needs
  • Reports to the Market Leader and obtains guidance from the client team lead (PCA)

    Responsibilities
  • Focus on deepening client relationships; effectively manage a book of relationships in coordination with PCA, being responsible for client satisfaction and retention
  • Liaise with specialists, service officers and other resources to ensure the integrated delivery of investment, fiduciary, credit and banking solutions
  • Serve as periodic point of contact with clients and ensure quality and timeliness of client service delivery
  • Act as trusted financial advisor to, and advocate for, clients in coordination with PCA; provide them information and services that that expands their relationship with Private Bank
  • Develop in-depth understanding of clients' needs, preferences and overall wealth; be responsive to changes in business environment or client needs
  • Achieve individual sales goals determined by the Market and Divisional Leadership
  • Provide credit and banking services to existing clients
  • Build relationships with internal partners
  • Provide leverage to PCA by overseeing preparation of Client Management Program (CMP) activities and tactical execution of CMP outcomes
  • Foster collaboration among team members and partners; collaborate in their onboarding, coaching and development
  • Meet Risk & Compliance requirements and policies

    Required skills
  • Excellent ability to work in team environment
  • Strong interpersonal and influence / partnership skills
  • Significant knowledge of banking and credit: general understanding of investments, trust and wealth transfer

    Qualifications
  • 7+ years of successful experience in managing relationships with high net worth clients (or equivalent)
  • 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


 

Job Band:

H4

Shift: 

1st shift (United States of America)

Hours Per Week:

40

Weekly Schedule:

Referral Bonus Amount:

2500

Job Description:

Private Bank is looking to add the most capable and trusted wealth advisors to the team. Inclusive in this opportunity are products, client service and support, and compensation and benefits programs among the most competitive.

 

Role Overview

  • Client team member with overall responsibility for maintaining and deepening existing and newly developed client relationships, while also responsible for contributing to new business development efforts
  • Works in close partnership with Private Bank Associates and other specialists to ensure there is a coordinated approach to the clients' day-to-day needs
  • Reports to the Market Leader and obtains guidance from the client team lead (PCA)

    Responsibilities
  • Focus on deepening client relationships; effectively manage a book of relationships in coordination with PCA, being responsible for client satisfaction and retention
  • Liaise with specialists, service officers and other resources to ensure the integrated delivery of investment, fiduciary, credit and banking solutions
  • Serve as periodic point of contact with clients and ensure quality and timeliness of client service delivery
  • Act as trusted financial advisor to, and advocate for, clients in coordination with PCA; provide them information and services that that expands their relationship with Private Bank
  • Develop in-depth understanding of clients' needs, preferences and overall wealth; be responsive to changes in business environment or client needs
  • Achieve individual sales goals determined by the Market and Divisional Leadership
  • Provide credit and banking services to existing clients
  • Build relationships with internal partners
  • Provide leverage to PCA by overseeing preparation of Client Management Program (CMP) activities and tactical execution of CMP outcomes
  • Foster collaboration among team members and partners; collaborate in their onboarding, coaching and development
  • Meet Risk & Compliance requirements and policies

    Required skills
  • Excellent ability to work in team environment
  • Strong interpersonal and influence / partnership skills
  • Significant knowledge of banking and credit: general understanding of investments, trust and wealth transfer

    Qualifications
  • 7+ years of successful experience in managing relationships with high net worth clients (or equivalent)
  • 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


 

Shift:

1st shift (United States of America)

Hours Per Week: 

40

Learn more about this role

Full time

JR-21047870

Band: H4

Manages People: No

Travel: Yes, 20% of the time

Manager:

Talent Acquisition Contact:

Christine Balzano

Referral Bonus:

2500

Connecticut job seekers

Connecticut pay range:

$100,000 - $180,000 annualized salary, offers to be negotiated based on experience, education and skill set.

Formulaic incentive eligible

This role is eligible to participate in a formulaic incentive plan. Employees are eligible for incentives as detailed by the specific line of business incentive plan provisions. Formulaic plans may be comprised of monthly, quarterly and/or annual incentive opportunities. Incentives are earned based on the employee’s performance against defined metrics.

Benefits

This role is eligible for all usual company benefits. At Bank of America, our employees are the foundation of our success. That’s why we’re committed to offering a variety of competitive programs and benefits that support your physical, emotional and financial wellness both at work and at home.