Elite Private Client Advisor — Wealth & Relationships

Bank of America; Florida; On-site; USD 100,000 - 150,000; Full time

Job summary

A major financial institution in Florida seeks a seasoned financial professional to lead client management, drive business development, and build prosperous client relationships. Applicants should have 12+ years of banking experience and the ability to provide holistic solutions across financial services. The role requires strong interpersonal skills and the ability to thrive in an in-office environment.

Qualifications

• 12+ years of private banking or complex financial services experience or equivalent.
• Ability to influence; proactively asks for and closes business.
• Series 7, 63 and 65 (or Series 7 and 66) required.

Responsibilities

• Lead the Client Process Management Process to identify new business opportunities.
• Develop an understanding of clients' needs and preferences.
• Advocate for clients with integrated recommendations.

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

Job description

A major financial institution in Florida seeks a seasoned financial professional to lead client management, drive business development, and build prosperous client relationships. Applicants should have 12+ years of banking experience and the ability to provide holistic solutions across financial services. The role requires strong interpersonal skills and the ability to thrive in an in-office environment.