Executive Wealth Advisor: Private Banking Coverage

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

Benefits offered by this job

Formulaic incentive plan

Benefits eligible

Job summary

Bank of America in Chicago seeks a senior-level client advisor within Executive Wealth Services to deepen relationships with corporate executives and deliver best-in-class service. You will lead the client management process, coordinate across the enterprise for a branded experience, and may oversee residential mortgage activities subject to SAFE Act requirements.

You will provide holistic wealth solutions, including structuring, lending facilities, and asset management, while promoting digital

Qualifications

• Proven ability to develop wealth strategies for high-net-worth clients.
• Strong interpersonal skills and a client-centric mindset.
• Experience presenting integrated financial solutions to executives.

Responsibilities

• Lead client management processes to deepen relationships.
• Provide integrated wealth structuring, credit facilities, and banking guidance.
• Advocate for clients with a branded, enterprise-wide experience.
• Encourage digitization and adoption of digital tools for clients.
• Build and leverage internal/external partnerships.

Skills

Business Development

Client Management

Wealth Planning

Risk Management

Active Listening

Analytical Thinking

Oral Communications

Relationship Building

Account Management

Attention to Detail

Decision Making

Loan Structuring

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America in Chicago seeks a senior-level client advisor within Executive Wealth Services to deepen relationships with corporate executives and deliver best-in-class service. You will lead the client management process, coordinate across the enterprise for a branded experience, and may oversee residential mortgage activities subject to SAFE Act requirements.

You will provide holistic wealth solutions, including structuring, lending facilities, and asset management, while promoting digital