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U.S. Trust Private Client Associate; High Net Worth - Naples, FL - Full-time / Part-time
•30 days ago
| Hours | Full-time, Part-time |
|---|---|
| Location | Naples, Florida |
About this job
Business Overview
U.S. Trust, Bank of America Private Wealth Management is a leading private wealth management organization providing vast resources and customized solutions to help meet clients' wealth structuring, investment management, banking and credit needs. Clients are served by teams of experienced advisors offering a range of financial products and services, including investment management, financial and succession planning, philanthropic and specialty asset management, family office services, custom credit solutions, financial administration and family trust stewardship.
U.S. Trust is part of the Global Wealth and Investment Management unit of Bank of America, N.A., which is a global leader in wealth management, private banking and retail brokerage. U.S. Trust employs more than 4,100 professionals and maintains 135 offices in 33 states.
Job Description:
Individuals that are selected for the Private Client Associate role will attend an 18 month development program that is designed to equip candidates with foundational knowledge and sales skills that target the high-net-worth market. Individuals that complete the program successfully will assume the role of Private Client Advisor upon program completion.
The development program utilizes knowledge and activity based training modules. Individual will receive national and local leader/peer coaching while attending a structured rotational program. This program is designed to teach the fundamentals of credit and investment sales.
Incumbents are expected to begin building a book of business from the onset of training.
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 18 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 Experience:
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 (Must obtain series 7 & 66 license within 6 months of start date.)
Desired:
MBA or post-graduate degree preferred.
CFP, CPA, CFA, CTFA, CFM or JD a significant plus
Posting Date : 10/09/2015
Location : US-FL-Naples
Travel : Yes, 10 % of the Time
Full / Part-time : Fulltime
Hours Per Week : 40.00
Shift : 1st Shift
U.S. Trust, Bank of America Private Wealth Management is a leading private wealth management organization providing vast resources and customized solutions to help meet clients' wealth structuring, investment management, banking and credit needs. Clients are served by teams of experienced advisors offering a range of financial products and services, including investment management, financial and succession planning, philanthropic and specialty asset management, family office services, custom credit solutions, financial administration and family trust stewardship.
U.S. Trust is part of the Global Wealth and Investment Management unit of Bank of America, N.A., which is a global leader in wealth management, private banking and retail brokerage. U.S. Trust employs more than 4,100 professionals and maintains 135 offices in 33 states.
Job Description:
Individuals that are selected for the Private Client Associate role will attend an 18 month development program that is designed to equip candidates with foundational knowledge and sales skills that target the high-net-worth market. Individuals that complete the program successfully will assume the role of Private Client Advisor upon program completion.
The development program utilizes knowledge and activity based training modules. Individual will receive national and local leader/peer coaching while attending a structured rotational program. This program is designed to teach the fundamentals of credit and investment sales.
Incumbents are expected to begin building a book of business from the onset of training.
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 18 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 Experience:
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 (Must obtain series 7 & 66 license within 6 months of start date.)
Desired:
MBA or post-graduate degree preferred.
CFP, CPA, CFA, CTFA, CFM or JD a significant plus
Posting Date : 10/09/2015
Location : US-FL-Naples
Travel : Yes, 10 % of the Time
Full / Part-time : Fulltime
Hours Per Week : 40.00
Shift : 1st Shift
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