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Private Client Advisor II
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Full-time
- The Private Client Advisor 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.
- Retention of clients is also critical to the Private Client Advisor role.
- Leads the CMP (client management process) within the client team to identify new business development opportunities
- Advocates for clients and prospects as their trusted advisor providing integrated recommendations including wealth structuring, credit facilities, banking and asset management
- Responsible for driving new business development for target client segment ($3MM
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