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Private Client Manager

Company: Disability Solutions
Location: Albany
Posted on: April 3, 2024

Job Description:

Job 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!Job Description:This job is responsible for expanding client relationships. Key responsibilities include working with clients who have smaller, less complex books to deepen the existing relationship. Job expectations include relying upon the broader client team for more complex conversations with the client. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.Responsibilities:

  • Deepens existing client relationships by offering basic banking and credit products (i.e., personal credit lines, mortgages)
  • Partners with team members to grow the existing books' balances and Year over Year revenue
  • 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
  • Builds and expands expertise to ensure clients receive high-quality advice and services aligned to their unique needs
  • Collaborates with client team members and receives coaching and development from Private Client ManagersRequired 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* Series 7, 63 and 65 (or Series 7 and 66) required* Unlicensed candidates may be considered if willing to obtain licenses within a standard time frame of 90 days per exam after the first working day in this positionDesired Skills:* MBA or Post-Graduate Degree preferred* CFP, CPA, CFA, CTFA, CFM or JD a significant plusAdditional Skills Used in this Role:* Customer focus* Relationship Building* Building Rapport* Client Relationship Management (CRM) System* Active Listening* Written Communications* Oral Communication* Collaboration* Multi-taskingShift:1st shift (United States of America)Hours Per Week: 40

Keywords: Disability Solutions, Albany , Private Client Manager, Executive , Albany, New York

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