Senior Private Client Advisor, Wealth Strategy

ghr; Gold Coast City; On-site; AUD 257,000 - 428,000; Full time

Job summary

Bank of America in Australia seeks a senior Private Banking professional to lead client acquisition and deepen relationships within the Private Bank portfolio. You will manage opportunities with sophisticated clients, coordinate across teams, and deliver tailored wealth solutions.

The role requires 12+ years of private banking experience, Series 7/63/65 or equivalents, and a track record of growing assets. MBA or CFP etc is a plus. High service standards and leadership are essential.

Qualifications

• 12+ years of private banking and/or complex financial services experience or equivalent financial services/business experience

Responsibilities

• Leads the Client Process Management Process within the client team to identify new business development opportunities
• Sources new clients in alignment with the bank's established risk appetite
• Leads the client team to deliver meaningful interactions and a Branded Client Experience
• Develops an in-depth understanding of clients’ needs, preferences, and overall wealth strategy, being responsive to changes in the business environment and/or with client needs
• Advocates for clients and prospects as their trusted advisor, providing integrated recommendations including wealth structuring, credit facilities, banking, and asset management
• Encourages use and adoption of digital capabilities to enhance the client and client team experience
• Builds relationships with internal and external partners and centers of influence

Skills

Business Development

Client Management

Client Solutions Advisory

Prospecting

Wealth Planning

Analytical Thinking

Oral Communications

Referral Management

Relationship Building

Risk Management

Active Listening

Attention to Detail

Collaboration

Decision Making

Loan Structuring

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America in Australia seeks a senior Private Banking professional to lead client acquisition and deepen relationships within the Private Bank portfolio. You will manage opportunities with sophisticated clients, coordinate across teams, and deliver tailored wealth solutions.

The role requires 12+ years of private banking experience, Series 7/63/65 or equivalents, and a track record of growing assets. MBA or CFP etc is a plus. High service standards and leadership are essential.