Home
/
Account Management
/
Private Client Manager II
Private Client Manager II-March 2024
New York
Mar 17, 2025
ABOUT MERRILL
Merrill Lynch Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals and businesses. We focus on helping all clients pursue the
10,000+ employees
Financial Services
VIEW COMPANY PROFILE >>
About Private Client Manager II

  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 role is responsible for expanding client relationships by identifying opportunities to deepen existing relationships. The Private Client Manager II proactively and independently advises on the client's financial needs and speaks to the full array of the Private Bank's capabilities. The Private Client Manager II establishes and deepens relationships with internal and external partners and Centers of Influence (COIs) to identify prospects. The Private Client Manager II executes the client management process and partners across the enterprise to provide a branded client experience. 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 your position requires SAFE Act registration, you will be 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:

  • Drives inflows of new business across all product lines (Credit, AUM, Deposit) into existing book of business

  • Leads complex credit opportunities, i.e. structured credit deals

  • Grows book balances and YOY revenue

  • Partners with and mentors the Private Client Manager I on more complex products and client relationships

  • Acts as COO for the client team, coordinating relationship management activities and managing successful delivery of BCE to support strong client satisfaction

  • 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

  Required 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)

  • 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 position

  Desired Skills:

  • MBA or Post-Graduate Degree preferred

  • CFP, CPA, CFA, CTFA, CFM or JD a significant plus

  Skills Used in this Role:

  • Customer focus

  • Relationship Building

  • Building Rapport

  • Credit Analysis

  • Advisory Sales

  • Problem Solving

  • Investment Products & Solutions

  • Client Team Management

  • Influencing

  • Transitioning client conversations

  • Collaboration

  • Mentoring

  Shift:

  1st shift (United States of America)

  Hours Per Week:

  40

Comments
Welcome to zdrecruit comments! Please keep conversations courteous and on-topic. To fosterproductive and respectful conversations, you may see comments from our Community Managers.
Sign up to post
Sort by
Show More Comments
SIMILAR JOBS
Senior Service Account Manager - Douglas County, CO
CO Salary Range: USD 56,300.00 - 110,400.00 per year At UnitedHealthcare, we're simplifying the health care experience, creating healthier communities and removing barriers to quality care. The work
TikTok Shop - Account Manager (Books) - Fixed Term Contract (12 months)
Responsibilities TikTok is the leading destination for short-form mobile video. Our mission is to inspire creativity and bring joy. TikTok has global offices including Los Angeles, New York, London,
District Growth Manager - Energy, Infrastructure and Automation
Description Looking for an opportunity to make an impact? At Leidos, we deliver innovative solutions through the efforts of our diverse and talented people who are dedicated to our customers' success
Account Manager - 2nd Shift
C.H. Robinson is seeking an Account Manager to be the primary driver of growth and retention for a dedicated customer portfolio.In this role, you'll be responsible for generating demand, uncovering o
Global Sales Excellence, Client Segmentation and Sales Incentive Associate
Responsibilities TikTok is the leading destination for short-form mobile video. Our mission is to inspire creativity and bring joy. TikTok has global offices including Los Angeles, New York, London,
Group Manager of Strategic Success (Mailchimp)
Overview As the Group Manager of Strategic Success, you are an operational and strategic thought leader experienced in building, executing and leading a team focused on delivering a high touch, proac
Medical Director New England Region
Bring your heart to CVS Health. Every one of us at CVS Health shares a single, clear purpose: Bringing our heart to every moment of your health. This purpose guides our commitment to deliver enhanced
Customer Account Specialist - Full-time position starting Summer 2024
Do your friends describe you as a people person? Do you have customer relations experience? Are you looking for a role that will give you an opportunity to learn account management, sales, and operat
Group Manager of Strategic Success (Mailchimp)
Overview As the Group Manager of Strategic Success, you are an operational and strategic thought leader experienced in building, executing and leading a team focused on delivering a high touch, proac
TRICARE Beneficiary Services Representative-Asia-Japan/Korea
Description Are you looking for your next great mission professionally? Do you have more to give, want to learn new skills and be part of a team with a rewarding mission? Leidos has the perfect job f
Copyright 2023-2025 - www.zdrecruit.com All Rights Reserved