Private Client Manager II
On-site · St. Louis, Missouri, United States
Job Summary
Private Client Manager II at Bank of America focused on expanding client relationships across product lines, advising on clients' financial needs and utilizing the Private Bank's capabilities. Responsibilities include leading complex credit opportunities, growing book balances and revenue YoY, mentoring senior managers, coordinating client-team activities to deliver a Branded Client Experience, and promoting adoption of digital capabilities. The role may involve residential mortgage loan origination with SAFE Act registration requirements and an associated background check. The candidate should demonstrate relationship-building with internal/external partners and centers of influence, strong collaboration, and a client-focused advisory mindset to drive cross-sell and overall client satisfaction.
Required Qualifications
- Series 7, 63 and 65 (or Series 7 and 66)
- 7+ years of successful experience in managing relationships with high-net-worth clients or equivalent financial services/business experience
- Excellent ability to work in a team environment
- Strong interpersonal and influence / partnership skills
- Significant knowledge of banking and credit: general understanding of investments, trust and wealth transfer
- Minimum Education: High School Diploma / GED / Secondary School or equivalent
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