Private Client Advisor II

3 weeks ago

Vancouver, British Columbia, Canada Bank of America Full time

About the Role:

This is a challenging and rewarding opportunity to join the Bank of America team as a Private Client Advisor II. As a key member of our Private Bank, you will be responsible for acquiring new clients, deepening client relationships, and building upon an internal and external network to achieve business development goals.

Key Responsibilities:

  • Lead the Client Management Process and partner 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.
  • Ensure retention of clients and drive new business development for target client segments.
  • Develop 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.
  • Advocate for clients and prospects as their trusted advisor, providing integrated recommendations including wealth structuring, credit facilities, banking, and asset management.
  • Encourage use and adoption of digital capabilities to enhance the client and client team experience.
  • Build relationships with internal and external partners and centers of influence.

Requirements:

  • 12+ years of private banking or complex financial services experience OR minimal equivalent of a bachelor degree.
  • 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, CFP, CPA, CFA, CTFA, CFM or JD.

Skills Used in this Role:

  • Business development.
  • Prospecting and Qualification.
  • Oral Communication.
  • Investment Products and Solutions.
  • Client team management.
  • Influencing.
  • Consulting.
  • Problem Solving.
  • Investment Products and Solutions.
  • Advisory Sales.
  • Pipeline management.
  • Active Listening.
  • Collaboration.
  • Transitioning client conversations.

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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