Private Client Manager- Investments
$110,000–$215,000 year
On-site · Chicago, Illinois, United States or New York City, New York, United States
Job Summary
Private Client Manager- Investments at Bank of America focuses on expanding client relationships by advising on financial needs and leveraging the Private Bank's capabilities. Responsibilities include managing relationships with internal/external partners and Centers of Influence to identify prospects, executing the Client Management Process, and delivering a Branded Client Experience. May involve provision of residential mortgage loans with SAFE Act registration requirements and related background checks. The role emphasizes driving inflows across product lines, leading complex credit opportunities, growing book balances, mentoring other Private Client Managers on complex products, coordinating relationship-management activities, and promoting digital capabilities to enhance client experiences. Strong collaboration, relationship-building, and analytical capabilities are essential, with a focus on high-net-worth client servicing and cross-functional coordination across banking, investments, and credit."
Required Qualifications
- Series 7 (or Series 7 and 66); unlicensed candidates may be considered if willing to obtain licenses within 90 days
- 7+ years of successful experience in managing relationships with high-net-worth clients or equivalent financial services/business experience
- MBA or Post-Graduate Degree CFP, CPA, CFA, CTFA, CFM or JD a significant plus
- Strong Investment experience
- Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
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