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Private Client Advisor - Executive Coverage
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Full-time
- 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.
- 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
- Mentors Private Client Manager I-Executive Coverage and partners with them on more complex relationships
- Responsible for driving new business development for target client segment ($3MM
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