Private Client Advisor II (Greater Tri State - Princeton, NJ)
Bank Of America - Princeton, NJ

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U.S. Trust is looking to add the industry's most capable and trusted wealth advisors to the team. Inclusive in this opportunity are products, client service and support, and compensation and benefits programs among the most competitive.

Role Overview
  • Client team lead with primary responsibility for new client acquisition, deepening client relationships and building an internal and external network to achieve business development goals
  • Leads client team members and partners with other internal specialists to provide clients access to the full array of US Trust capabilities and services, as required to meet their specific needs
    • Reports to the Market Executive or City Executive
Responsibilities
  • Act as trusted financial advisor to, and advocate for, clients and prospects; provide integrated recommendations that encompass multiple products and services as needed
    • Develop in-depth understanding of clients' needs, preferences and overall wealth; be responsive to changes in the business environment or client needs
  • Effectively manage a book of relationships and act as relationship lead accountable for the client's experience
    • Leverage specialists, service officers and other expert resources to ensure the integrated delivery of investment, fiduciary, credit and banking solutions
  • Build relationships with internal and external sales referral partners
  • Lead the Client Management Process (CMP) within client team to identify new business development opportunities
  • Motivate and influence client team members appropriately; collaborate in their onboarding, coaching and development
  • Provide significant input on pay for performance process of client team associates
  • Meet Risk & Compliance requirements and policies

Qualifications
Key Skills Requirements:
  • Excellent business development skills
  • Strong interpersonal and influence / partnership skills
  • In-depth knowledge of at least one of the following areas: investments, trust and wealth transfer, banking or credit; general understanding of all others

Qualifications:
  • 7+ years of successful experience in sales to high net worth clients (or equivalent)
  • Series 7, 63 and 65 (or Series 7 and 66) required (may gain licenses after start)
  • CFP, CPA, CFA, CTFA, CFM or JD a significant plus
  • Unlicensed candidates may be considered if willing to obtain licenses within 120 days of start date

Bank of America - 12 months ago - save job - block
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Bank of America Corporation is a bank holding company. Through its banking subsidiaries (the Banks) and various non-banking subsidiaries...