Executive Wealth Advisor – Private Banking

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

Job summary

Bank of America is seeking an Executive Wealth Services professional to provide exceptional client service to corporate executives and deepen relationships across the Private Bank and Bank of America capabilities.

The role leads the Client Management Process, collaborates with partners to deliver integrated wealth solutions, and supports mortgage origination under SAFE Act requirements. Strong leadership and client advisory skills are essential.

Qualifications

• Must present a holistic approach leveraging the Private Bank platform.
• High-touch, client-focused demeanor with excellent interpersonal skills.
• Leadership mindset with proactive client engagement.

Responsibilities

• Develops deep understanding of clients’ needs, preferences and wealth strategy.
• Leads the Client Management Process to deliver a branded client experience.
• Advocates for clients with integrated recommendations including wealth structuring, credit, banking and asset management.
• Encourages use of digital capabilities to enhance client experience.
• Builds relationships with internal and external partners.

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

MBA or Post-Graduate Degree

CFP, CPA, CFA, CTFA, CFM or JD a significant plus

Job description

Bank of America is seeking an Executive Wealth Services professional to provide exceptional client service to corporate executives and deepen relationships across the Private Bank and Bank of America capabilities.

The role leads the Client Management Process, collaborates with partners to deliver integrated wealth solutions, and supports mortgage origination under SAFE Act requirements. Strong leadership and client advisory skills are essential.