Private Client Advisor- Executive Coverage
Company: Disability Solutions
Location: Charlotte
Posted on: October 24, 2024
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Job Description:
Job Description:At Bank of America, we are guided by a common
purpose to help make financial lives better through the power of
every connection. Responsible Growth is how we run our company and
how we deliver for our clients, teammates, communities and
shareholders every day.One of the keys to driving Responsible
Growth is being a great place to work for our teammates around the
world. We're devoted to being a diverse and inclusive workplace for
everyone. We hire individuals with a broad range of backgrounds and
experiences and invest heavily in our teammates and their families
by offering competitive benefits to support their physical,
emotional, and financial well-being.Bank of America believes both
in the importance of working together and offering flexibility to
our employees. We use a multi-faceted approach for flexibility,
depending on the various roles in our organization.Working at Bank
of America will give you a great career with opportunities to
learn, grow and make an impact, along with the power to make a
difference. Join us!Job Description:This role is responsible for
providing exceptional client service and coverage to Bank of
America Executives.The individual focuses on deepening client
relationships to provide best in class service to Bank Executives
while achieving business development goals. The role leads the
client management process (CMP) and partners across the enterprise
to provide a branded client experience (BCE), including access to
the full array of Private Bank and Bank of America capabilities and
services, to meet specific client needs. This position is subject
to SAFE Act registration requirements. Pursuant to the SAFE Act
requirements, all employees engaged in residential loan mortgage
originations must register with the federal registry system and
remain in good standing. Since your position requires SAFE Act
registration, you will be required to register and to submit to the
required SAFE Act background check and registration process.
Failure to obtain and/or maintain SAFE Act registration may result
in disciplinary action up to and including
termination.Responsibilities:--- Develops 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--- Leads the CMP (client management process) within
the client team to provide exceptional client service while
deepening existing relationships and delivering a branded client
experience--- Advocates for clients and prospects as their trusted
advisor providing integrated recommendations including wealth
structuring, credit facilities, banking and asset management---
Encourages use and adoption of digital capabilities to enhance the
client and client team experience--- Builds relationships with
internal and external partners and centers of influence--- Sources
new Bank of America Executive clients in alignment with established
risk appetite--- Mentors Private Client Manager I-Executive
Coverage and partners with them on more complex
relationshipsRequired Skills--- 7+ years of private banking or
complex financial services experience OR minimal equivalent of a
Bachelor's degree--- Responsible for driving new business
development for target client segment ($3MM++ investable assets)---
In-depth knowledge of at least one of the following areas:
investments, trust and wealth transfer, banking or credit; general
understanding of all others--- Present to clients a holistic
approach, leveraging the entire US Trust platform--- A high touch,
client-focused individual with exceptional interpersonal skills---
A leader who recognizes opportunities for client engagement and
proactively acts upon them for the betterment of the client---
Ability to influence; proactively asks for and closes business---
Solutions oriented; sales and financial aptitude a must--- Must be
a skilled negotiator--- Ability to work and identify the need for
team specialists; collaborate closely with other team members---
Takes on a leadership role on the team and within the 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 plusSkills Used in this Role:---
Business development--- Prospecting and Qualification--- Oral
Communication--- Investment Products and Solutions--- Client team
management--- Influencing--- Consulting--- Problem Solving---
Advisory Sales--- Active Listening--- Collaboration---
Transitioning client conversations--- MentoringShift:1st shift
(United States of America)Hours Per Week: 40
Keywords: Disability Solutions, Rock Hill , Private Client Advisor- Executive Coverage, Other , Charlotte, South Carolina
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