23 days old

Private Client Manager II - Melville, NY

Melville, NY 11747
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Private Client Manager II - Melville, NY



Melville, New York



**Job Description:**



Private Bank is looking to add the industry's most capable and trusted wealth advisors to the team. Inclusive in this opportunity are products, client service and support, and compensation and benefits programs among the most competitive.



**Role Overview**

Client team member with overall responsibility for maintaining and deepening existing and newly developed client relationships, while also responsible for contributing to new business development efforts

Works in close partnership with the client sales & service officers (CSSOs) and other specialists to ensure there is a coordinated approach to the clients day-to-day needs Reports to the Market Executive or City Executive and obtains guidance from the client team lead (PCA)



**Responsibilities**

Focus on deepening client relationships; effectively manage a book of relationships in coordination with PCA, being responsible for client satisfaction and retention

Liaise with specialists, service officers and other resources to ensure the integrated delivery of investment, fiduciary, credit and banking solutions

Serve as periodic point of contact with clients and ensure quality and timeliness of client service delivery

Act as trusted financial advisor to, and advocate for, clients in coordination with PCA; provide them information and services that that expands their relationship with Private Bank Develop in-depth understanding of clients' needs, preferences and overall wealth; be responsive to changes in business environment or client needs

Achieve individual sales goals determined by ME and Divisional Leadership

Provide credit and banking services to existing clients

Build relationships with internal partners

Provide leverage to PCA by overseeing preparation of Client Management Program (CMP) activities and tactical execution of CMP outcomes

Foster collaboration among team members and partners; collaborate in their onboarding, coaching and development

Meet Risk & Compliance requirements and policies



**Required skills:**

- Excellent ability to work in team environment

- Strong interpersonal and influence / partnership skills

- Significant knowledge of banking and credit: general understanding of investments, trust and wealth transfer



**Qualifications:**

- 7+ years of successful experience in managing relationships with high net worth clients (or equivalent)

- Series 7, 63 and 65 (or Series 7 and 66) required

- 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



**Shift:**



1st shift (United States of America)



**Hours Per Week:**



40



Full time



JR-20005093



Manages People: No



Travel: Yes, 10% of the time



Talent Acquisition Contact:



Referral Bonus:











Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.





To view the "EEO is the Law" poster, CLICK HERE at https://www.dol.gov/ofccp/regs/compliance/posters/pdf/eeopost.pdf .


To view the "EEO is the Law" Supplement, CLICK HERE at https://www.dol.gov/ofccp/regs/compliance/posters/pdf/OFCCP_EEO_Supplement_Final_JRF_QA_508c.pdf .











Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy (Policy) establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.





To view Bank of Americas Drug-free workplace and alcohol policy, CLICK HERE .

Categories

Industry

  • Banking / Finance
Posted: 2020-02-01 Expires: 2020-03-02

Success begins with building relationships.

At Bank of America, our customers are at the center of everything we do. Our focus is on helping each one find the right financial solutions. With a wide range of career opportunities available, we invite you to realize your career goals with us while assisting customers with what matters most to them.

Welcome to Careers at Bank of America.


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Private Client Manager II - Melville, NY

Bank of America
Melville, NY 11747

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