UST Private Client Associate - New York
Excellent business development skills
Strong interpersonal and influence / partnership skills – must excel connecting enterprise resources.
Demonstrates personal resilience and a commitment to continuous learning
Conveys confident and credible presence
Strong leadership skills
Strong ability to lead a matrix team
Previous experience in sales, consulting or business development required. Experience in high net worth sales a plus.
Series 7, 63 and 65 (or Series 7 and 66) required (may gain licenses after start)
Desired: MBA or post-graduate degree preferred.
CFP, CPA, CFA, CTFA, CFM or JD a significant plus
- See more at: http://careers.bankofamerica.com/job-detail/1500013883/global/us/ust-private-client-associate-new-york#sthash.KSFmL5iC.dpuf
Job description
Position Description:
The Private Client Associate is a 24 month development program designed to equip candidates with foundational knowledge and high net worth sales skills. Successful candidates will assume the role of Private Client Advisor upon completion of the program.
The program utilizes knowledge/activity based training modules, national and local leader/peer coaching and a structured rotational program to teach the fundamentals of credit and investment sales.
Incumbents are expected to begin to build a book of business from the onset.
Key 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
• Proactively leverage ideas, insight and relationships to generate new and incremental business for Bank of America.
• 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
• Complete all local and national training programs associated with the PC Assoc program.
• Motivate and influence client team members appropriately; collaborate in their onboarding, coaching and development
• Meet Risk & Compliance requirements and policies
This position may be subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. If your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination.
The program utilizes knowledge/activity based training modules, national and local leader/peer coaching and a structured rotational program to teach the fundamentals of credit and investment sales.
Incumbents are expected to begin to build a book of business from the onset.
Key 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
• Proactively leverage ideas, insight and relationships to generate new and incremental business for Bank of America.
• 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
• Complete all local and national training programs associated with the PC Assoc program.
• Motivate and influence client team members appropriately; collaborate in their onboarding, coaching and development
• Meet Risk & Compliance requirements and policies
This position may be subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. If your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination.
Enterprise Role Overview:
The PC Associate is a developmental program aimed at teaching the fundamentals of High Net Worth Sales to a variety of types of candidates. While completing the development activities, incumbents will be expected to attract new clients and revenue to the firm. After 24 months, expectations are that incumbents will be promoted into the Private Client Advisor role. This position may be subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. If your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination.
Qualifications
Required:Excellent business development skills
Strong interpersonal and influence / partnership skills – must excel connecting enterprise resources.
Demonstrates personal resilience and a commitment to continuous learning
Conveys confident and credible presence
Strong leadership skills
Strong ability to lead a matrix team
Previous experience in sales, consulting or business development required. Experience in high net worth sales a plus.
Series 7, 63 and 65 (or Series 7 and 66) required (may gain licenses after start)
Desired: MBA or post-graduate degree preferred.
CFP, CPA, CFA, CTFA, CFM or JD a significant plus
Posting Date: 04/10/2015
Location: US-NY-New York
Travel: Yes, 5 % of the Time
Full / Part-time: Fulltime
Hours Per Week: 40.00
Shift: 1st Shift
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