Bank of America is seeking a Private Client Advisor responsible for acquiring new clients and deepening existing relationships within their private banking sector. The role requires extensive experience in financial services and aims to provide a tailored client experience by leveraging the bank's comprehensive offerings
Job Summary
This role is responsible for acquiring new clients, deepening relationships, and building networks to achieve business development goals.
The position requires leading the Client Management Process to deliver a branded client experience with access to the full array of Private Bank capabilities.
Bank of America offers competitive benefits supporting physical, emotional, and financial well-being alongside opportunities to learn and grow.
Matching Summary
Match Score: 85
Bank of America is seeking a Private Client Advisor responsible for acquiring new clients and deepening existing relationships within their private banking sector. The role requires extensive experience in financial services and aims to provide a tailored client experience by leveraging the bank's comprehensive offerings.
Skills & Requirements
Must-have
10+ years private banking experience
Drive new business development for $3MM+ assets
Series 7, 63, and 65 licenses required
Nice-to-have
Holistic approach to wealth structuring
Exceptional interpersonal and negotiation skills
MBA or CFP/CPA/CFA certification preferred
Key Requirements
10+ years in private banking or complex financial services