Private Client Manager II

Private Client Manager II at Bank of America, responsible for expanding client relationships, advising on financial needs, and establishing relationships with internal and external partners.

Requirements

• Series 7, 63 and 65 (or Series 7 and 66)
• 7+ years of successful experience in managing relationships with high-net-worth clients or equivalent financial services/business experience
• Excellent ability to work in a team environment
• Strong interpersonal and influence / partnership skills
• Significant knowledge of banking and credit: general understanding of investments, trust and wealth transfer

Benefits

• Formulaic incentive eligible
• Benefits eligibility
• Paid time off
• Resources and support to employees