Private Client Manager Ii - Los Angeles, United States - Bank of America

Bank of America
Bank of America
Verified Company
Los Angeles, United States

3 weeks ago

Mark Lane

Posted by:

Mark Lane

beBee recruiter
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


Responsibilities:


  • Drives inflows of new business across all product lines (i.e., Credit, Assets Under Management, Deposit) into existing book of business
  • Leads complex credit opportunities, including structured credit deals
  • Grows book balances and Year over Year revenue
  • Partners with and mentors Private Client Managers on more complex products and client relationships
  • Acts as Chief Operating Officer for the client team, coordinating relationship management activities and managing successful delivery of Branded Client Experience to support client satisfaction
  • 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

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
  • 7+ years of successful experience in managing relationships with high net worth clients or equivalent financial services/business experience

Desired Skills:

  • MBA or Post-Graduate Degree preferred
  • CFP, CPA, CFA, CTFA, CFM or JD a significant plus

Skills:


  • Client Management
  • Client Solutions Advisory
  • Loan Structuring
  • Relationship Building
  • Risk Management
  • Active Listening
  • Analytical Thinking
  • Oral Communications
  • Referral Management
  • Underwriting
  • Account Management
  • Attention to Detail
  • Collaboration
  • Decision Making
  • Financial Analysis

Minimum Education Requirement:
Null


Shift:

1st shift (United States of America)


Hours Per Week:

40
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