Private Client Manager II - Kansas City MO
Click the Facebook, Google+ or LinkedIn icons to share this job with your friends or contacts. Click the Twitter icon to tweet this job to your followers. Click the link button to view the URL of the job, which then can be copied and pasted into an e-mail or other document.
Kansas City, MO 64106
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.
•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
- 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 : 08/16/2018
Kansas City, MO, ONE KANSAS CITY PLACE OFFICE, 1200 Main St,
- United States
Travel : Yes, 10% of the time
Full / Part-time : Full time
Hours Per Week : 40
Shift : 1st shift
Assistance for Applicants with Disabilities
Bank of America is committed to ensuring that our online application process provides an equal employment opportunity to all job seekers, including individuals with disabilities. If you believe you need a reasonable accommodation in order to search for a job opening or to submit an application, please visit the Applicants with Disabilities page at http://careers.bankofamerica.com/us/applicants-with-disabilities .
Diversity & Inclusion
At Bank of America, our commitment to diversity and inclusion is helping us to create not only a great place to work, but also an environment where our employees, our customers and our communities around the world can reach their goals and connect with each other. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.
Frequently Asked Questions
Need to know how to apply online, view a list of your submitted job applications or reset your password? Visit our FAQ at http://careers.bankofamerica.com/us/faq section for answers to these questions and more.