Private Client Manager – Executive Client Coverage
Bank of America
full-time
Posted on:
Location Type: Office
Location: New York City • New Jersey • New York • United States
Visit company websiteExplore more
Salary
💰 $110,000 - $215,000 per year
About the role
- Expanding client relationships by identifying opportunities to deepen existing relationships
- Advising on the client’s financial needs and the full array of Private Bank's capabilities
- Establishing and deepening relationships with internal and external partners and Centers of Influence
- Executing the Client Management Process and partnering across the enterprise to provide a Branded Client Experience
- Responsible for the provision of residential mortgage loans, subject to SAFE Act registration requirements
Requirements
- 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 clients or equivalent financial 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
Benefits
- Industry-leading benefits
- Access to paid time off
- Resources and support for employee wellness
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
residential mortgage loansClient Management Processfinancial advisingwealth transferbanking knowledgecredit knowledgeinvestment understanding
Soft Skills
relationship managementteam collaborationinterpersonal skillsinfluence skillspartnership skills
Certifications
Series 7Series 63Series 65Series 66