Private Client Advisor II

Bank of America • Westlake Village, CA • 1d ago

Westlake Village, California

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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 acquiring new clients, deepening client relationships, and building upon an internal and external network to achieve business development goals. Key responsibilities include 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. Job expectations include ensuring retention of clients. 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:

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 Qualifications:

Series 7, 63 and 65 (or Series 7 and 66); unlicensed candidates may be considered if willing to obtain licenses within 90 days of start date

12+ years of private banking and/or complex financial services experience or equivalent financial services/business experience

Ability to drive new business development for target client segment ($3MM++ investable assets)

Ability to 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

Must be a skilled negotiator

Ability to work with 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

Desired Qualifications:

MBA or Post-Graduate Degree

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

Skills:

Business Development

Client Management

Client Solutions Advisory

Prospecting

Wealth Planning

Analytical Thinking

Oral Communications

Referral Management

Relationship Building

Risk Management

Active Listening

Attention to Detail

Collaboration

Decision Making

Loan Structuring

Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent

The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position:

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