Private Client Advisor II - Boston, MA : 1000009612 Job Details
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| Private Client Advisor II - Boston, MA : 1000009612 (Ref: 1000009612) |
| Sector, Sub Sector: |
Other
|
| Compliance Type: |
Regulatory/Compliance
|
| Expertise: |
-
|
| Company: |
Bank of America
|
| Location: |
Boston
,
Massachusetts
Americas, United States
|
| Employment Type: |
Permanent
|
| Job Description: |
U.S. Trust 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 lead with primary responsibility for new client acquisition, deepening client relationships and building an internal and external network to achieve business development goals
- Leads client team members and partners with other internal specialists to provide clients access to the full array of US Trust capabilities and services, as required to meet their specific needs
- Reports to the Market Executive or City Executive
Responsibilities
- Act as trusted financial advisor to, and advocate for, clients and prospects; provide integrated recommendations that encompass multiple products and services as needed
- Develop in-depth understanding of clients' needs, preferences and overall wealth; be responsive to changes in the business environment or client needs
- Effectively manage a book of relationships and act as relationship lead accountable for the client's experience
- Leverage specialists, service officers and other expert resources to ensure the integrated delivery of investment, fiduciary, credit and banking solutions
- Build relationships with internal and external sales referral partners
- Lead the Client Management Process (CMP) within client team to identify new business development opportunities
- Motivate and influence client team members appropriately; collaborate in their onboarding, coaching and development
- Provide significant input on pay for performance process of client team associates
- Meet Risk & Compliance requirements and policies
Band level of position may change depending on candidate experience.
Qualifications
Key Skills Requirements:
- Excellent business development skills
- Strong interpersonal and influence / partnership skills
- In-depth knowledge of at least one of the following areas: investments, trust and wealth transfer, banking or credit; general understanding of all others
Qualifications:
- 7+ years of successful experience in sales to high net worth clients (or equivalent)
- Series 7, 63 and 65 (or Series 7 and 66) required (may gain licenses after start)
- CFP, CPA, CFA, CTFA, CFM or JD a significant plus
|
| Job Ref No: |
1000009612
|
