| Log In | Sign Up | Refer A Friend |
|
|
| Job Details (Back to Search Results) |
|
Private Client Advisor- Executive Coverage
Charlotte, NC SEO friendly job title: Private Client Advisor - Executive Coverage H1 heading: Join Bank of America as a Private Client Advisor H2 heading: Build Relationships and Drive Business Development for Bank Executives Bold headline: Exceptional Opportunity for Experienced Financial Professionals Job Description: - Responsible for providing exceptional client service and coverage to Bank of America Executives - Deepen client relationships and achieve business development goals - Lead the client management process and partner with other departments to provide a branded client experience - Use digital capabilities to enhance client and team experience - Source new Bank of America Executive clients and mentor other team members - Must be registered with the federal registry system and pass background check and registration process Responsibilities: - Develop an understanding of clients' needs and preferences - Lead the client management process to deepen relationships and provide a branded client experience - Act as a trusted advisor and provide integrated recommendations - Encourage use of digital capabilities - Build relationships with internal and external partners - Source new Bank of America Executive clients - Mentor team members Required Skills: - 7 years of private banking or complex financial services experience - In-depth knowledge of investments, trust and wealth transfer, banking, or credit - Exceptional interpersonal skills - Ability to influence and close business - Solutions-oriented with sales and financial aptitude - Skilled negotiator - Ability to work with team specialists and collaborate closely with team members - Takes on a leadership role within the team and 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 Skills Used in this Role: - Business development and prospecting - Oral communication and active listening - Investment products and solutions - Client team management and collaboration - Influencing and consulting - Problem solving and advisory sales - Transitioning client conversations and mentoring Shift: 1st shift (United States of America) Hours Per Week: 40 Benefits: - Competitive benefits package to support physical, emotional, and financial well-being - Opportunities for growth and impact - Flexibility in work arrangements Company Description: - Bank of America is committed to responsible growth and creating a diverse and inclusive workplace - Invests in employees and their families through benefits and development opportunities - Uses a multi-faceted approach for flexibility in work arrangements Location: Charlotte, North Carolina Salary: Salary information not provided in the original text. Please refer to the company's website or job listing for salary information. Job Title: Private Client Advisor - Executive Coverage Experience: - 7 years of private banking or complex financial services experience OR minimal equivalent of a Bachelor’s degree - Must be registered with the federal registry system and pass background check and registration process - 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) - MBA or Post-Graduate Degree preferred - CFP, CPA, CFA, CTFA, CFM, or JD a significant plus |
| © 2014 Hound |