Executive Private Wealth Advisor for Executives

Bank of America; Dallas (TX); On-site; USD 225,000 - 298,000; Full time

Job summary

Bank of America seeks an Executive Wealth Services professional to deliver exceptional client service to corporate executives, deepening relationships and providing a branded client experience with access to private bank capabilities.

The role involves coordinating across teams to meet client needs, including wealth planning, credit facilities, and asset management, while promoting digital tools and superior client engagement.

Qualifications

• Holistic approach to clients leveraging the entire Private Bank platform.
• High-touch, client-focused individual with exceptional interpersonal skills.
• Leadership role on the team and ability to influence and close business.

Responsibilities

• Develops an in-depth understanding of clients' needs and wealth strategy.
• Leads the Client Management Process to provide exceptional service and branded experience.
• Advocates for clients with integrated recommendations including wealth structuring, credit facilities, banking, and asset management.
• Encourages use and adoption of digital capabilities to enhance client experience.
• Builds relationships with internal and external partners and centers of influence.

Skills

Business Development

Client Management

Client Solutions Advisory

Risk Management

Wealth Planning

Active Listening

Analytical Thinking

Oral Communications

Referral Management

Relationship Building

Account Management

Attention to Detail

Collaboration

Decision Making

Loan Structuring

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America seeks an Executive Wealth Services professional to deliver exceptional client service to corporate executives, deepening relationships and providing a branded client experience with access to private bank capabilities.

The role involves coordinating across teams to meet client needs, including wealth planning, credit facilities, and asset management, while promoting digital tools and superior client engagement.