Executive Wealth Advisor: Private Client Coverage

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

Benefits offered by this job

Industry-leading benefits

Incentive plan

Job summary

Bank of America seeks an Executive Wealth Services professional to deepen client relationships and deliver best-in-class service to corporate executives. You will lead the Client Management Process and coordinate with the enterprise to offer private bank capabilities and personalized solutions.

The role may involve residential mortgage origination and SAFE Act registration, with emphasis on building trusted advisor relationships and leveraging digital tools to enhance the client experience.

Qualifications

• Minimum Education: High School Diploma / GED / Secondary School or equivalent.
• MBA or Post-Graduate Degree preferred; professional designations are a plus.
• Strong client engagement and wealth advisory capabilities expected.

Responsibilities

• Develops deep understanding of clients' wealth needs and preferences.
• Leads Client Management Process to deliver branded client experience.
• Advises on wealth structuring, credit facilities, banking and asset management.
• Encourages adoption of digital capabilities to enhance client experiences.
• 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

High School Diploma / GED

MBA or Post-Graduate Degree

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

Job description

Bank of America seeks an Executive Wealth Services professional to deepen client relationships and deliver best-in-class service to corporate executives. You will lead the Client Management Process and coordinate with the enterprise to offer private bank capabilities and personalized solutions.

The role may involve residential mortgage origination and SAFE Act registration, with emphasis on building trusted advisor relationships and leveraging digital tools to enhance the client experience.