Executive Private Wealth Advisor - Coverage Lead

Bank of America; San Francisco (CA); On-site; USD 225,000 - 298,000; Full time

Job summary

Bank of America in San Francisco seeks an Executive Wealth Services professional to provide exceptional client service to corporate executives, deepen relationships, and coordinate across the enterprise to offer a Branded Client Experience with access to Private Bank capabilities.

The role requires leadership in client management, strategic advisory across wealth products, and proactive adoption of digital tools to enhance service delivery and client satisfaction.

Qualifications

• Ability to present holistic approach leveraging the entire Private Bank platform.
• High-touch, client-focused individual with exceptional interpersonal skills.
• Leads the Client Management Process and delivers a branded client experience.
• Influences and closes business with a solutions-oriented mindset.

Responsibilities

• Develops an in-depth understanding of clients' needs and wealth strategy.
• Leads the Client Management Process to deepen relationships and deliver a branded experience.
• Advises on wealth structuring, credit facilities, banking, and asset management.

Skills

Wealth Management

Client Management

Relationship Building

Negotiation

Analysis

Oral Communication

Team Collaboration

Education

MBA or Post-Graduate Degree

CFP

CFA

Job description

Bank of America in San Francisco seeks an Executive Wealth Services professional to provide exceptional client service to corporate executives, deepen relationships, and coordinate across the enterprise to offer a Branded Client Experience with access to Private Bank capabilities.

The role requires leadership in client management, strategic advisory across wealth products, and proactive adoption of digital tools to enhance service delivery and client satisfaction.