Private Client Advisor

Bank of America

Houston, United States
Client management process
New client acquisition
Deepen client relationships
Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day

Job Summary

  • Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.
  • This job is responsible for acquiring new clients, deepening client relationships, and building upon an internal and external network to achieve business development goals.
  • We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.

Matching Summary

Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.

Skills & Requirements

Must-have

  • Client Management Process
  • New client acquisition
  • Deepen client relationships
  • Internal and external network building
  • Branded Client Experience
  • Digital capabilities adoption

Nice-to-have

  • Holistic approach to clients
  • Trusted advisor role
  • Solutions oriented mindset
  • Skilled negotiator
  • Leadership in business community

Key Requirements

  • 10+ years private banking experience
  • Drive new business development
  • Series 7, 63 and 65 required
  • SAFE Act registration required

Work Rights

Not specified

Tailored Resume

Cover Letter