Private Client Advisor II- Executive Coverage

Bank of America • Melville, NY

3d • Onsite

About The Position

The Private Client Advisor II provides exceptional client service and coverage to corporate executives through Bank of America’s Executive Wealth Services team. The role focuses on deepening client relationships and providing high-touch service. The advisor leads the Client Management Process and partners across the enterprise to deliver a branded client experience, connecting clients with Private Bank and Bank of America capabilities and services to meet their specific needs.

The advisor develops an in-depth understanding of clients’ needs, preferences, and overall wealth strategies; provides integrated recommendations across wealth structuring, credit facilities, banking, and asset management; and encourages adoption of digital capabilities. The position may involve residential mortgage loan origination and therefore requires SAFE Act registration, continued good standing, and completion of the required background check. Failure to obtain or maintain registration may result in disciplinary action, up to and including termination.

Requirements

• Ability to present clients with a holistic approach that leverages the entire Private Bank platform.
• High-touch, client-focused approach and exceptional interpersonal skills.
• Ability to recognize and proactively act on client engagement opportunities.
• Ability to influence and proactively ask for and close business.
• Solutions orientation, sales aptitude, and financial aptitude.
• Skilled negotiation ability.
• Ability to work with team specialists and identify when their expertise is needed; collaborate closely with other team members.
• Ability to take a leadership role on the team and within the business community.
• High school diploma, GED, secondary school qualification, or equivalent.
• Register under the SAFE Act, complete the required background check, and maintain good standing if engaged in residential mortgage loan origination.

Nice To Haves

• MBA or postgraduate degree.
• CFP, CPA, CFA, CTFA, CFM, or JD.

Responsibilities

• Develop an in-depth understanding of clients’ needs, preferences, and overall wealth strategies, responding to changes in the business environment and client needs.
• Lead the Client Management Process within the client team to provide exceptional service, deepen existing relationships, and deliver a branded client experience.
• Advocate for clients and prospects as a trusted advisor by providing integrated recommendations, including wealth structuring, credit facilities, banking, and asset management.
• Encourage adoption of digital capabilities to enhance the client and client team experience.
• Build relationships with internal and external partners and centers of influence.

Benefits

• Access to paid time off.
• Industry-leading benefits and resources and support for employee well-being.
• Eligibility to participate in a formulaic incentive plan, with incentives based on performance against defined metrics.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED