- Leads the Client Process Management Process within the client team to identify new business development opportunities
- Sources new clients in alignment with the bank's established risk appetite
- Leads the client team to deliver meaningful interactions and a Branded Client Experience
- 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
- 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
- 10+ years of private banking or complex financial services experience OR equivalent financial services/business experience
- Responsible for driving new business development for target client segment ($3MM++ investable assets)
- Present to clients a holistic approach, leveraging the entire Private Bank 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)
- MBA or Post-Graduate Degree preferred
- CFP, CPA, CFA, CTFA, CFM or JD a significant plus
- 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
-
Private Client Advisor II
2 weeks ago
Bank of America Providence, United StatesPrivate Client Advisor II · Providence, Rhode Island · **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 ou ...
-
Personal Lines Client Advisor
6 days ago
PDCM Insurance Providence, United StatesAbout Patriot : Founded in 2019, Patriot is a growth-focused national insurance services firm that partners with employee benefits and property and casualty agencies across the United States. Patriot is ranked as the 26th largest broker in the U.S. by Business Insurance and has b ...
-
Personal Lines Client Advisor
3 days ago
PDCM Insurance Providence, United StatesAbout Patriot : Founded in 2019, Patriot is a growth-focused national insurance services firm that partners with employee benefits and property and casualty agencies across the United States. Patriot is ranked as the 26th largest broker in the U.S. by Business Insurance and has b ...
-
Private Client Advisor II
2 weeks ago
Bank of America Providence, United StatesJob 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. ...
-
Sales Client Advisors
2 weeks ago
Nucar Norwood, United StatesNUCAR OF HYUNDAI IS HIRING FOR IMMEDIATE FULL TIME SALES POSITIONS JOIN OUR PROFESSIONAL & FUN TEAM DAILY TRAINING PROVIDED · **DO YOU NEED TO MAKE SOME MONEY NOW?** Keep reading for a great solution to earn excellent money. · **Do you want to make an excellent income, with great ...
-
Automotive Sales Client Advisors
1 week ago
Nucar North Kingstown, United States**NUCAR HYUNDAI OF NORTH KINGSTOWN** IS HIRING FOR IMMEDIATE FULL TIME SALES POSITIONS JOIN OUR PROFESSIONAL & FUN TEAM DAILY TRAINING PROVIDED · **DO YOU NEED TO MAKE SOME MONEY NOW?** Keep reading for a great solution to earn excellent money. · **Do you want to make an excellen ...
-
Bmw Sales Client Advisor
1 week ago
BMW of Bridgewater Bridgewater, United StatesWe have a competitive pay plan, great work schedule and excellent benefits. · Think you have what it takes? Send us your resume today. · Pay: $74, $100,000.00 per year · **Benefits**: · - 401(k) · - 401(k) matching · - Dental insurance · - Employee discount · - Health insurance · ...
-
Senior Investment Manager
1 week ago
Bank of America Providence, United States Full timeDescription · : · The Senior Investment Manager is responsible for defining and owning the Financial Advisor(s) and/or Advisor Team(s) overall investment management philosophy through the development of portfolio strategy, and leading a sound investment management process. Would ...
-
Blackbaud Rhode Island, United States Full timeAbout the role: · As a key member of the Blackbaud Enterprise Sales Team, the Account Executive will be responsible for identifying and penetrating accounts within an assigned territory. The Account Executive must be able to consultatively navigate through large, complex organiz ...
-
Insurance Advisor-Personal Lines
4 days ago
Carey Richmond & Viking Insurance Rhode Island, United StatesLooking for an experienced Insurance Advisor for Personal Lines. · Carey, Richmond & Viking is one of the leading independent insurance agencies in southern New England. We are a 3rd generation family-owned insurance agency with thousands of clients in New England and throughout ...
-
Bilingual Financial Advisor
2 weeks ago
New York Life Providence, United StatesNew York Life - We're looking for bilingual (Spanish or Portuguese) professionals to join our team. Whether you're looking for a change or seeking to align with a stable, dependable firm, and you have a passion for insurance and investments, then there's no better place to work t ...
-
Registered Client Service Associate
1 week ago
Morgan Stanley Providence, United StatesPOSITION SUMMARY: · Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client · experience through an elevated standard of care. The Registered CSA assists with the development and · growth of business through engaging and utilizing ...
-
Client Service Manager I, II, III
2 weeks ago
Fidelity Investments Providence, United States**Client Service Manager I, II, III** · **Smithfield , RI** · **** · **Job Description:** · ******Client Service Manager****** · **** · **The **Expertise** Were Looking For** · * Bachelors Degree preferred · * 5+ years of operations and/or service experience in the financial serv ...
-
Senior Investment Manager
1 week ago
Bank of America Providence, United StatesJob 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. ...
-
Senior Web Developer/ Team Leader
2 weeks ago
Kahn Litwin Renza Providence, United StatesEnvision Technology Advisors' digital presence and software development group is dedicated to delivering leading business solutions to clients, collaborating with positive and smart teammates, and believes that a healthy work/life balance is the standard, not a perk. With a state ...
-
HR Business Partner
2 weeks ago
Lifespan Health System Providence, United StatesThe Human Resources Business Partner (HRBP) is a trusted advisor and thought partner who supports the delivery of all HR services to assigned client groups across the hospital system. Incumbents are responsible for providing expertise, support and ad Business Partner, Business, H ...
-
Senior Investment Manager
1 day ago
Bank of America Providence, United StatesSenior Investment Manager · Providence, Rhode Island · **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 ou ...
-
Branch Office Administrator
2 weeks ago
Edward Jones Providence, United States Full timeWould you call yourself a relationship builder, a problem solver or a critical thinker? If you answered yes, we need you on our team.At Edward Jones, we are very intentional in calling our field associates branch teams. Most of our teams are two or three people, and in a Branch O ...
-
DID Support Specialist
2 weeks ago
Kahn Litwin Renza Providence, United StatesEnvision Technology Advisors' digital presence and software development group is dedicated to delivering leading business solutions to clients, collaborating with positive and smart teammates and believes a healthy work/life balance is the standard not a perk. With a state-of-the ...
-
Tax Director
10 hours ago
Lead Advisor Providence, United StatesLead - Advisor is a consulting and search firm specializing in wealth management. This role is for a client firm. · We are helping our client in Providence (HYBRID WORK), hire a Tax Director. · The Tax Manager/ Director will lead and manage multiple tax engagements to deliver q ...
Private Client Advisor II - Providence, United States - Bank of America
Description
Description
:This job is responsible for acquiring new clients, deepening client relationships, and building upon an internal and external network to achieve business development goals. Key responsibilities include leading the Client Management Process and partnering 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. Job expectations include ensuring retention of clients. 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 this position requires SAFE Act registration, employees are 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:
Required skills:
Desired skills:
Additional Skills Used in this Role:
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Shift:
1st shift (United States of America)Hours Per Week:
40
