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Job Details

Private Client Manager II - Greenwich CT

Company name
Bank of America Corporation

Greenwich, CT, United States

Employment Type

Customer Service, Manager, Finance

Posted on
Jan 08,2019

Valid Through
Apr 23,2019

Apply for this job


Job Description:

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 member with overall responsibility for maintaining and deepening existing and newly developed client relationships, while also responsible for contributing to new business development efforts

•Works in close partnership with the client sales & service officers (CSSOs) and other specialists to ensure there is a coordinated approach to the clients day-to-day needs ◦Reports to the Market Executive or City Executive and obtains guidance from the client team lead (PCA)


•Focus on deepening client relationships; effectively manage a book of relationships in coordination with PCA, being responsible for client satisfaction and retention

◦Liaise with specialists, service officers and other resources to ensure the integrated delivery of investment, fiduciary, credit and banking solutions

◦Serve as periodic point of contact with clients and ensure quality and timeliness of client service delivery

•Act as trusted financial advisor to, and advocate for, clients in coordination with PCA; provide them information and services that that expands their relationship with US Trust ◦Develop in-depth understanding of clients' needs, preferences and overall wealth; be responsive to changes in business environment or client needs

•Achieve individual sales goals determined by ME and Divisional Leadership

•Provide credit and banking services to existing clients

•Build relationships with internal partners

•Provide leverage to PCA by overseeing preparation of Client Management Program (CMP) activities and tactical execution of CMP outcomes

•Foster collaboration among team members and partners; collaborate in their onboarding, coaching and development

•Meet Risk & Compliance requirements and policies

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

Posting Date

: 01/08/2019


Greenwich, CT, Plaza 55, 55 Railroad Ave,

- United States


: Yes, 5% of the time

Full / Part-time

: Full time

Hours Per Week

: 40


: 1st shift

Company info

Bank of America Corporation
Website :

Company Profile
Bank of America Corporation, through its subsidiaries, provides various banking and financial products and services for individual consumers, small and middle market businesses, institutional investors, corporations, and governments in the United States and internationally. The company’s Consumer & Business Banking segment offers traditional and money market savings accounts, CDs and IRAs, checking accounts, and investment accounts and products, as well as credit and debit cards; and lending related products and services, working capital management, and treasury solutions. This segment provides its products and services through operating 5,100 banking centers, 16,300 ATMs, call centers, and online and mobile banking platforms. Its Consumer Real Estate Services segment offers consumer real estate products comprising fixed and adjustable-rate first-lien mortgage loans for home purchase and refinancing needs, home equity lines of credit, and home equity loans. The company’s Global Wealth & Investment Management segment provides investment and brokerage, estate and financial planning, fiduciary portfolio management, cash and liability management, and specialty asset management services; and retirement and benefit plan, philanthropic management, and asset management services. Its Global Banking segment provides various commercial loans, leases, commitment facilities, trade finance, real estate and asset-based loans, and consumer loans; treasury management, foreign exchange, and short-term investing options; and debt and equity underwriting and distribution, and merger-related and other advisory services. The company’s Global Markets segment offers sales and trading services for securities and derivative products in primary and secondary markets; market-making, financing, securities clearing, settlement, and custody services to institutional investor clients; and risk management products. The company was founded in 1874 and is based in Charlotte, North Carolina.

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